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Our Mission
We exist to meet the needs of our clients by providing personalized tax services with the highest quality and integrity. We will aim for and reach superior, measurable standards of quality with every product we deliver and every service we provide. Our clients will regard us not only as a leader in the world of income tax problem solving, but also as a trusted friend and ally; as a partner in the pursuit of their financial dreams!
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What is an Enrolled Agent?
An Enrolled Agent (EA) is an individual who has demonstrated technical competence in the field of taxation. EA's are licensed directly by the IRS, and can represent taxpayers before all administrative levels of the Internal Revenue Service. We are authorized to appear in place of the taxpayer at the Internal Revenue Service. Only EA's, attorneys and CPA's may represent taxpayers before the IRS.
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Our Price List This price list is for your guidance only. If you have any questions or concerns about it, please don't hesitate to call our office at 941-484-0968
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Basic Tax Forms
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1040
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145.00
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1040-A
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125.00
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1040-EZ
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90.00
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1040-NR
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140.00
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Trust
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275.00
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Corporations (C & S)
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350.00
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Partnership
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320.00
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Homeowner Assoc
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200.00
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Itemized Deductions
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Schedule A
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50.00
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Non-Cash Charity
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35.00
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4952 (Investments)
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35.00
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Casualty & Theft
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25.00
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At-Risk Limitation
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30.00
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Employee Exp (2106)
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40.00
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2106 - EZ
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20.00
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Education
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10.00
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Gambling losses
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25.00
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Interest & Dividends
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Schedule B
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5.00
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Each item listed
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1.00
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IRAs + Pension
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Regular Income
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5.00
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Early Withdrawal Penalty
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15.00
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Retirement Disability
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20.00
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Non-Deductible IRA
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10.00
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Lump-Sum Distributions
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100.00
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Rental Income
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Schedule E (each property)
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40.00
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Allocation to non-ded
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20.00
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At-Risk Limitation
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30.00
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Basis allocation
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10.00
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Depreciation 4562
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10.00
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Each item (first year)
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5.00
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Each item (subsequent)
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3.00
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Trade - each item
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45.00
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Other Prices
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Amended Returns
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200.00
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Original done by us
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50.00
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(plus price of additional forms)
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Adoption Credit
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Alimony
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10.00
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Alternative Minimum Tax
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30.00
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Bankruptcy
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50.00
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Canadian Social Security
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5.00
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Child Care
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10.00
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each caregiver
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1.00
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Clergy
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30.00
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Direct Foreign Tax
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5.00
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Earned income Credit
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10.00
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Education Credit
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10.00
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Electronic Filing
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N/C
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Estimated Returns
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20.00
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Extensions
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25.00
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Foreclosure
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100.00
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Form 1116 (Foreign Tax)
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35.00
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Form 2555
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100.00
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Gambling Winnings
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15.00
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Hobby (not for profit)
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10.00
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Investment Credit
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25.00
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K-1's
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20.00
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Kiddy Tax
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10.00
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Moving Expenses
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40.00
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Net Operating Loss
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200.00
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Passive Activity Loss
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50.00
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Penalty on Savings
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3.00
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Student Loan Interest
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10.00
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Substitute W-2
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10.00
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S/S Lump Sum Distrib
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50.00
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Taxable Social Security
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5.00
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Tip Income
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15.00
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W-4
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10.00
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W-2
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1.00
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W-2G
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2.00
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1099
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2.00
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1310 (Refund for Decedent)
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10.00
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2210 - Penalty
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Self-Employed
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Schedule C (no expenses)
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75.00
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Schedule C (simple)
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100.00
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Schedule C (complex)
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150.00
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SE Tax
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5.00
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SE Health Insurance
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5.00
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Credit Carryovers
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50.00
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Auto Expense (standard)
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20.00
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Auto Expense (actual)
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35.00
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Office in Home
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40.00
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Depreciation 4562
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10.00
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Each item (first year)
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5.00
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Each item (subsequent)
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3.00
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Trade - each item
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45.00
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Sale of Investments
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Schedule D - Gain
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25.00
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Each item listed
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3.00
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Loss carryover
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10.00
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Sale of Business Property
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Form 4797
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75.00
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Each item
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5.00
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Recapture Depreciation
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15.00
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Allocation to Personal
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25.00
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Installment Sales
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Form 6252 (First Year)
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75.00
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Subsequent year
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10.00
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Personal home
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40.00
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Business allocation
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35.00
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Credits & Deductions
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Fuel Credit 8907
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20.00
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Domestic Product
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20.00
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Energy Credits
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All Other Credits
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Other State Returns
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Simple
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50.00
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Complex
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75.00
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Part-Year Additional
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10.00
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State & City
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100.00
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IRS Representation
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100.00 per hour
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Bookkeeping & Payroll Svcs |
55.00 per hour |
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