Tax Prep Fee Schedule TY24

 

PREPARE AND E-FILE

Prepare basic Federal 1040 and OH includes e-file Fed & OH
 
$185
Discounts for dependents, students, low-income retirees with only pension/SSI
 
$15 to $100
— Prepare additional schedules – RES CITY
 
each @ $15 – $25
— Prepare additional schedules – EIC, A, B, D, 2441, 8812, 8863 etc
 
each @ $25 – $50
— Prepare additional business schedules – C, E
 
each @ $50 + time
— Prepare related business schedule (possible) add-ons – SE, 4562, 8995, K-1
 
each @ $15 – $45

 

Local clients are encouraged to drop off material, 3-10 days until completion depending on complexity; no in-office prep appointments until March
All prep clients See the Possible™ what-if analysis included

 

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Typical Scenarios:

Single wage earner no dependents: Fed, OH, EF, City…$200
Single Retiree with pension & SSI: Fed, OH, EF…..$185;- $35 discount = $150
Head of Household two dependents: Fed, EIC, CTC/8812, 8867, OH, EF, City…..$300
MFJ two W-2s two dependents itemizing: Fed, Sch A, CTC, 8867, OH, EF, City…….$275
Rental Sched E: $50 1st property + $30 ea additional; Form 4562: $25 1st property + $15 ea additional on top of 1040 fees
Self-employment Sched C: $50 + $35 Form 8995 + $20 Sch SE (if needed) + $25 Form 4562 (if needed) + $15 OH Bus Deduction (if needed) + $10 City Page 2 on top of 1040 fees

No loans on refunds and no taking fees out of refunds
Payments by cash, check, or credit card (MC/Visa/Disc) expected upon completion of service