Nationwide Tax Preparation, Bookkeeping, Retirement, and Life Insurance Services. Maximize Your Refunds, With Felipe's Rapid Refunds!

Tax Prep. Fee Schedule

Rates Effective January 1. 2026
Tax Forms & Schedules Pricing Lists (Subject to Change)
Individual Returns
$275.00

Form 1040- U.S. Individual Income Tax Return (Standard/Basic Filing). Includes Federal, State, and E-Filing Fee, may vary depending on filing status and any additional forms or schedules required. Per Return

Seniors Tax Filing
$275.00

Form 1040-SR - U.S Income Tax Returns for Seniors (Standard/Basic Filing). Includes federal, state, and e-filing fees; costs may vary depending on filing status and any additional forms or schedules required. Seniors receive free e-filing, a $25 credit. Per Return

Nonresident Tax Return
$340.00

Form 1040-NR - U.S. Nonresident Alien Income Tax Return (Standard/Basic Filing). Includes federal, state, and e-filing fees; costs may vary depending on filing status and any additional forms or schedules required. A $100 less, if filing for Federal only. Per Return

Amended Return
$275.00

Form 1040-X - Amended U.S. Individual Income Tax Return Includes federal, state, and e-filing fees; costs may vary depending on filing status and any additional forms or schedules required. Per return.

Local/City Tax Filing
$100.00

Local/City Tax Filing (Local Tax) Per Return

IRS/State E-filing
$25.00

Form 8879 & 9325 - Electronic Filing Fee - (Includes Federal & State. No Charge, if paper-file). Per Return

Service Retainer /Deposit Fee
$100.00

Service Retainer/Deposit Fee - This fee is required before the requested service begins and will be applied to the final bill.

Early Discount
$25.00

Sign up by January, pay your service deposit, and submit all required documents by the end of February to get a $25 early discount applied to your final invoice. This offer cannot be combined with other discounts or promotions. Terms & conditions apply.

Late Fee

Late Fee: If a service invoice is not paid by the due date, a 10% late fee will be applied to the invoice.

E-Copy of Tax Return Delivered Electronically
$25.00

E-Return Copy - Copy of Return Delivered Electronically. Create an electronic copy of the tax return delivered through a secure portal or email. Per Tax Year.

Paper Copy of Return
$50.00

Paper Copy of Return - Prepare a printed copy of the tax return for mailing via USPS Priority Mail, specified per tax year.

Schedule 1, 2, & 3 (Form 1040)
$25.00

Adjustments or changes to income, taxes, credits, and payments. Per form.

Itemized Deductions (Long Form)
$75.00

Schedule A (Form 1040) Itemized Deductions (Long Form). Per Form.

Interest and Ordinary Dividends
$7.00

Schedule B (Form 1040) Interest and Ordinary Dividends. Per Item.

Profit or Loss from Business (Sole-Proprietorship)
$150.00

Schedule C (Form 1040) Profit or Loss from Business (Sole-Proprietorship). Minimum, per form.

Capital Gains and Losses
$15.00

Schedule D (Form 1040) Capital Gains and Losses. Per Item.

Supplemental Income and Loss (Page 1 Rental Properties)
$100.00

Schedule E-pg. 1 (Form 1040) Supplemental Income and Loss (Page 1 Rental Properties). Per Rental

Supplemental Income and Loss (Page 2 Partnership/S Corps)
$40.00

Schedule E-pg. 2 (Form 1040) Supplemental Income and Loss (Page 2 Partnership/S Corps). Per K-1

Earned Income Credit
$60.00

Schedule EIC/EITC (Form 1040) Earned Income Credit. Per Form.

Profit or Loss from Farming
$130.00

Schedule F (Form 1040) Profit or Loss from Farming. Minimum, per form.

Household Employment Taxes (Nanny Tax)
$80.00

Schedule H (Form 1040) Household Employment Taxes (Nanny Tax). Per Form.

Credit for Elderly or the Disabled
$35.00

Schedule R (Form 1040) Credit for Elderly or the Disabled. Per Form.

Self-Employment Tax
$30.00

Schedule SE (Form 1040) Self-Employment Tax. Per Form.

Return by U.S. Transferor
$55.00

Form 926 (Return by U.S. Transferor). Per Form.

Individual Report of Net 965 Tax Liability
$75.00

Form 965-A - Individual Report of Net 965 Tax Liability. Per Form.

Application for Tentative Refund
$200.00

Form 1045 - Application for Tentative Refund. Per Form.

Foreign Tax Credit (Individual, Estate, or Trust)
$35.00

Form 1116 - Foreign Tax Credit (Individual, Estate, or Trust). Per Form.

Employee Business Expenses
$15.00

Form 2106 - Employee Business Expenses. Per Form.

Uderpayment of Estimated Tax by Individuals, Estates, and Trusts
$40.00

Form 2210 - Underpayment of Estimated Tax by Individuals, Estates, and Trusts. Per Form.

Childcare and Dependent Care Expenses
$35.00

Form 2441 - Childcare and Dependent Care Expenses. Per Form.

Foreign Earned Income
$150.00

Form 2555 - Foreign Earned Income. Per Form.

Moving Expenses
$50.00

Form 3903 - Moving Expenses. Per Form.

Credit for Federal Tax Paid on Fuels
$35.00

Form 4136 - Credit for Federal Tax Paid on Fuels. Per Form.

Tax on Unreported Tips
$35.00

Form 4137 - Tax on Unreported Tips. Per Form.

Depreciation and Amortization
$25.00

Form 4562 - Depreciation and Amortization. Per Form.

Casualties and Thefts
$75.00

Form 4684 - Casualties and Thefts. Per Casualty/Theft.

Farm Rental Income and Expenses
$55.00

Form 4835 - Farm Rental Income and Expenses. Per Form.

Investment Interest Expense Deduction
$35.00

Form 4952 - Investment Interest Expense Deduction. Per Form.

Tax on Lump-Sum Distributions
$65.00

Form 4972 - Tax on Lump-Sum Distributions. Per Form.

Additional Taxes Attributable to Qualified Plans
$35.00

Form 5329 - Additional Taxes Attributable to Qualified Plans. Per Form.

Residential Energy Credits
$35.00

Form 5695 - Residential Energy Credits. Per Form.

At-Risk Limitations
$50.00

Form 6198 - At-Risk Limitations. Per Form.

Alternative Minimum Tax for Individuals
$70.00

Form 6251 - Alternative Minimum Tax for Individuals. Per Form.

Installment Sale Income
$30.00

Form 6252 - Installment Sale Income. Per Form.

Gains and Losses From Section 1256 Contracts and Straddles
$25.00

Form 6781 - Gains and Losses from Section 1256 Contracts and Straddles. Per Form.

Credit for Sick and Family
$50.00

Form 7202 - Credit for Sick and Family. Per Form.

Noncash Charitable Contributions
$20.00

Form 8283 - Noncash Charitable Contributions. Per Item.

Exemption Release Divorced or Separated Parents
$30.00

Form 8332 - Exemption Release Divorced or Separated Parents. Per Form.

Injured Spouse Claim and Allocation
$60.00

Form 8379 - Injured Spouse Claim and Allocation. Per Form.

Passive Activity Loss Limitations
$25.00

Form 8582 - Passive Activity Loss Limitations. Per item.

Nondeductible IRA
$30.00

Form 8606 - Nondeductible IRA. Per Form.

Tax for Children under 18 who have Investment Income
$55.00

Form 8615 - Tax for Children under 18 who have Investment Income. Per Form.

Credit for Prior Year Minimum Tax
$60.00

Form 8801 - Credit for Prior Year Minimum Tax. Per Form.

Credits for Qualifying Children and Other Dependents
$25.00

Schedule 8812 (Form 1040) - Credits for Qualifying Children and Other Dependents. Per Form.

Parent's Election to Report Child's Interest and Dividends
$25.00

Form 8814 - Parent's Election to Report Child's Interest and Dividends. Per Form.

Like-Kind Exchanges (and section 1043 conflict-of-interest sales)
$150.00

Form 8824 - Like-Kind Exchanges (and section 1043 conflict-of-interest sales). Per Form.

Business Use of Home (Simplified)
$45.00

Form 8829 - Business Use of Home (Simplified). Per Form.

Qualified Adoption Expenses
$65.00

Form 8834 - Qualified Adoption Expenses. Per Form.

Credit for Employer Soc. Sec. and Medicare taxes on tips
$35.00

Form 8846 - Credit for Employer Soc. Sec. and Medicare taxes on tips. Per Form.

Medical Savings Account
$40.00

Form 8853 - Medical Savings Account. Per Form.

Education Credits (American Opportunity and Lifetime Learning Credits)
$40.00

Form 8863 - Education Credits (American Opportunity and Lifetime Learning Credits). Per Form.

Qualified Retirement Savings Contribution Credit
$20.00

Form 8880 - Qualified Retirement Savings Contribution Credit. Per Form.

Health Savings Account
$35.00

Form 8889 - Health Savings Account. Per Form.

Alternative Minimum Tax for Individuals
$35.00

Form 8910 - Alternative Minimum Tax for Individuals. Per Form.

Tuition Fees and Deduction
$35.00

Form 8917 - Tuition Fees and Deduction. Per Form.

Statement of Foreing Assets
$10.00

Form 8938 - Statement of Foreign Assets. Per Item.

Sales and Other Dispositions of Capital Assets
$10.00

Form 8949 - Sales and Other Dispositions of Capital Assets. Per Form.

Allocation of Tax Amounts Between Certain Individuals in Community Property
$50.00

Form 8958 - Allocation of Tax Amounts Between Certain Individuals in Community Property. Per Form.

Additional Medicare Tax
$40.00

Form 8959 - Additional Medicare Tax. Per Form.

Net Investment Income Tax - Individual, Estates, and Trusts
$40.00

Form 8960 - Net Investment Income Tax - Individual, Estates, and Trusts. Per Form.

Premium Tax Credit (PTC)
$50.00

Form 8962 - Premium Tax Credit (PTC). Per Form.

Qualified Business Income Deduction Simplified Computatio
$65.00

Form 8995 - Qualified Business Income Deduction Simplified Computation. Per Form.

Qualified Business Income Deduction
$100.00

Form 8995-A - Qualified Business Income Deduction. Per Form.

U.S. Nonresident Alien Income Tax Return
$150.00

Form 1040-NR - U.S. Nonresident Alien Income Tax Return. Per Return.

Other Information
$15.00

Schedule OI - Other Information. Per Form.

Closer Connection Exception Statement for Aliens
$40.00

Form 8840 - Closer Connection Exception Statement for Aliens. Per Form.

Statement for Exempt Individuals and Individuals with a Medical Condition
$25.00

Form 8843 - Statement for Exempt Individuals and Individuals with a Medical Condition. Per Form.

Additional Income and Adjustment to Income
$25.00

Schedule 1 (Form 1040) - Additional Income and Adjustment to Income. Per Form.

FICA Claim for Refund and/or Request for Abatement
$150.00

FICA Tax Refunds - FICA Claim for Refund and/or Request for Abatement. Per Claim.

Amended U.S. Individual Income Tax Return
$150.00

Form 1040-X - Amended U.S. Individual Income Tax Return. (And up) Per Return.

Amended State Personal Income Tax
$100.00

State-X - Amended State Personal Income Tax. Per Return.

Amended Local/City Personal Income Tax
$75.00

Local/City-X - Amended Local/City Personal Income Tax. Per Return.

Tax Exempt Organization (Minimum)
$550.00

Form 990 - Tax Exempt Organization (Minimum). Per Form.

U.S. Income Tax Return for Estates and Trusts (Minimum)
$250.00

Form 1041 - U.S. Income Tax Return for Estates and Trusts (Minimum). Per Form.

Partnership (Minimum)
$550.00

Form 1065 - Partnership (Minimum). Per Form.

Miscellaneous, Cancellation of Debt and Non-Employee Compensation
$15.00

Form 1099 - Miscellaneous, Cancellation of Debt and Non-Employee Compensation. Per Form.

Retirement/Pension/IRA Distribution
$15.00

Form 1099-R - Retirement/Pension/IRA Distribution. Per Form.

Corporation (Minimum)
$650.00

Form 1120 - Corporation (Minimum). Per Return.

S-Corporation (Minimum)
$650.00

Form 1120S - S-Corporation (Minimum). Per Return.

Change in Accounting Method
$600.00

Form 3115- Change in Accounting Method. Per Form.

General Business Credit
$50.00

Form 3800 - General Business Credit. Per Form.

Sales of Business Property
$25.00

Form 4797 - Sales of Business Property (Also Involuntary Conversions and Recapture Amounts Under Section 179 and 208F(b)(2)). Per Item.

Income, Losses, Dividends, etc. of Partners or Shareholders
$25.00

Schedule K-1 - Income, Losses, Dividends, etc. of Partners or Shareholders. Per Form.

Wages and Employee Tax Statement
$15.00

From W-2 - Wages and Employee Tax Statement. Per Form.

Gambling Income
$20.00

Form W2-G - Gambling Income. Per Form.

United States Estate (and Generation-Skipping Transfer) Tax Return
$250.00

Form 706 - United States Estate (and Generation-Skipping Transfer) Tax Return. Per Form.

United States (and Generation-Skipping Transfer) Tax Return (Minimum)
$250.00

Form 709 - United States (and Generation-Skipping Transfer) Tax Return (Minimum). Per Form.

Tax Exempt Organization (Minimum)
$550.00

Form 990 - Tax Exempt Organization (Minimum). Per Form.

Application for Tentative Refund
$150.00

Form 1045 - Application for Tentative Refund. Per Form.

Installment Agreement for both Federal and State
$75.00

Form 9465 - Installment Agreement for both Federal and State. Per Form.

Application for Extension of Time to File U.S. Income Tax Return
$55.00

Form 2350 - Application for Extension of Time to File U.S. Income Tax Return. Per Form.

Application for Automatic Extension of Time to File U.S. Income Tax Return
$55.00

Form 4868 - Application for Automatic Extension of Time to File U.S. Income Tax Return. Per Form.

Installment Agreement for both Federal and State
$75.00

Form 9465 - Installment Agreement for both Federal and State. Per Form.

Application for Extension of Time to File U.S. Income Tax Return
$55.00

Form 2350 - Application for Extension of Time to File U.S. Income Tax Return. Per Form.

Request for Copy of Tax Return
$25.00

Form 4506 - Request for Copy of Tax Return. Per Form.

Request for Transcript
$25.00

Form 4506-T - Request for Transcript. Per Form.

Application for Automatic Extension of Time to File U.S. Income Tax Return
$55.00

Form 4868 - Application for Automatic Extension of Time to File U.S. Income Tax Return. Per Form.

Share Income, Deductions, Credits of Partner's, Beneficiary, Shareholder's Income, etc.
$25.00

Schedule K-1 - Share Income, Deductions, Credits of Partner's, Beneficiary, Shareholder's Income, etc. Per Form.

Voluntary Withholding Request
$25.00

Form W-4 - Voluntary Withholding Request. Per Form.

Home Sale Worksheets
$25.00

Home Sale - Home Sale Worksheets. Per Form.

Report of Foreign Bank Account
$25.00

FinCEN 114 - Report of Foreign Bank Account. Per Form.

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