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
— Prepare related business schedule (possible) add-ons – SE, 4562*, 8995, K-1*
  
each @ $15 – $45

 

*Sometimes these forms require additional time to prepare beyond our base form rate, e.g. multiple investment accounts, cost basis research, additional information gathering, receipt tabulation, multiple component depreciation, etc in which case billable time gets added to the form rate
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

 

* * * * * * * *

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

Our office is also capable of preparing and e-filing Forms 1041 (Estate or Trust), 1065 (Partnership), 1120S (S-Corp), and 709 (Gift Tax) though we prefer to prepare these ‘specialty returns’ after the April 15 1040 deadline when we can devote more time and expertise to them. Feel free to contact us about filing extensions for these forms for you.

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

Compare our fees to the national averages (TY23 industry survey)

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1040Plus Service Wizard

1040Plus Service Wizard


We have an office in beautiful Cuyahoga Falls. Feel free to call or stop in: More Info

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We serve folks from all over the country, and can serve you remotely!

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Our $50 fee includes efile of your already-prepared Fed tax return and the accompanying State residential tax return. Any additional State returns you may be required to file i.e. Non-Resident or Part-Year Resident, can either be mailed to the State by you or submitted for efile with your Fed and resident State returns, though we charge $20 for each additional State return.

To find out how to securely send us your tax returns and attachments, click "Next" to continue

If you do not wish to Snail Mail your tax documents to us, here are a few other methods you can use to send your info to us safely and securely:

Option #1: Download our e-file Authorization Form to complete on your desktop, then return it to 1040Plus with your tax forms by fax or secure email/upload (see links at the bottom of the form)

Option #2: Complete our e-file Authorization Form online: Joint filers here or Single filers here, attach your tax forms, then sign and submit to 1040Plus

Whichever method you choose, please feel free to email or call if you have any questions

Have you tried calling our office or our informal video chat ?

If you're like us (extremely busy) and we're having a tough time connecting, you may wish to schedule a phone or video chat. Click "Next" to book a free 15-minute phone consultation or video chat with a 1040Plus preparer or representative.

OK, click "Next" and we'll step you through your options.

If you do not wish to Fax or Snail Mail your documents to us, then here's a couple ways you can send your tax info to us securely:

1) Upload site (you'll receive email notification when we download your files): https://share.hyperfiles.net/filedrop/1040plus

You can also enter sensitive information (DOBs, SSNs, dependent info, bank info, etc ) in the message box on this site, where it resides encrypted until we log in to read it and download your files

-- OR --

2) Secure email (no download notification): 1040plus@share.hyperfiles.net

Using this method, while your files and any sensitive message will remain encrypted on our server, that same info will remain unencrypted (readable) in your email client should your email ever be compromised

There's no upfront charge to book a one-time 15-minute phone conversation or video chat

So by now you're probably wondering "What else does 1040Plus need to prepare my taxes thoroughly and efficiently?"

If you're new to 1040Plus you may find this fillable checklist helpful for sending basic (and required) info to us:

https://www.800taxrefund.com/download/checklist.pdf

If you don't have a lot of attachments (i.e. 1 to 3) you may want to use the online version of our checklist and submit your tax documents along with the other necessary info we need simultaneously

We'll need some basic info from you before we can schedule your appointment

Compare to National Avg Fees