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
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
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
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 (Local Tax) Per Return
Form 8879 & 9325 - Electronic Filing Fee - (Includes Federal & State. No Charge, if paper-file). Per Return
Service Retainer/Deposit Fee - This fee is required before the requested service begins and will be applied to the final bill.
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: If a service invoice is not paid by the due date, a 10% late fee will be applied to the invoice.
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 - Prepare a printed copy of the tax return for mailing via USPS Priority Mail, specified per tax year.
Adjustments or changes to income, taxes, credits, and payments. Per form.
Schedule A (Form 1040) Itemized Deductions (Long Form). Per Form.
Schedule B (Form 1040) Interest and Ordinary Dividends. Per Item.
Schedule C (Form 1040) Profit or Loss from Business (Sole-Proprietorship). Minimum, per form.
Schedule D (Form 1040) Capital Gains and Losses. Per Item.
Schedule E-pg. 1 (Form 1040) Supplemental Income and Loss (Page 1 Rental Properties). Per Rental
Schedule E-pg. 2 (Form 1040) Supplemental Income and Loss (Page 2 Partnership/S Corps). Per K-1
Schedule EIC/EITC (Form 1040) Earned Income Credit. Per Form.
Schedule F (Form 1040) Profit or Loss from Farming. Minimum, per form.
Schedule H (Form 1040) Household Employment Taxes (Nanny Tax). Per Form.
Schedule R (Form 1040) Credit for Elderly or the Disabled. Per Form.
Schedule SE (Form 1040) Self-Employment Tax. Per Form.
Form 926 (Return by U.S. Transferor). Per Form.
Form 965-A - Individual Report of Net 965 Tax Liability. Per Form.
Form 1045 - Application for Tentative Refund. Per Form.
Form 1116 - Foreign Tax Credit (Individual, Estate, or Trust). Per Form.
Form 2106 - Employee Business Expenses. Per Form.
Form 2210 - Underpayment of Estimated Tax by Individuals, Estates, and Trusts. Per Form.
Form 2441 - Childcare and Dependent Care Expenses. Per Form.
Form 2555 - Foreign Earned Income. Per Form.
Form 3903 - Moving Expenses. Per Form.
Form 4136 - Credit for Federal Tax Paid on Fuels. Per Form.
Form 4137 - Tax on Unreported Tips. Per Form.
Form 4562 - Depreciation and Amortization. Per Form.
Form 4684 - Casualties and Thefts. Per Casualty/Theft.
Form 4835 - Farm Rental Income and Expenses. Per Form.
Form 4952 - Investment Interest Expense Deduction. Per Form.
Form 4972 - Tax on Lump-Sum Distributions. Per Form.
Form 5329 - Additional Taxes Attributable to Qualified Plans. Per Form.
Form 5695 - Residential Energy Credits. Per Form.
Form 6198 - At-Risk Limitations. Per Form.
Form 6251 - Alternative Minimum Tax for Individuals. Per Form.
Form 6252 - Installment Sale Income. Per Form.
Form 6781 - Gains and Losses from Section 1256 Contracts and Straddles. Per Form.
Form 7202 - Credit for Sick and Family. Per Form.
Form 8283 - Noncash Charitable Contributions. Per Item.
Form 8332 - Exemption Release Divorced or Separated Parents. Per Form.
Form 8379 - Injured Spouse Claim and Allocation. Per Form.
Form 8582 - Passive Activity Loss Limitations. Per item.
Form 8606 - Nondeductible IRA. Per Form.
Form 8615 - Tax for Children under 18 who have Investment Income. Per Form.
Form 8801 - Credit for Prior Year Minimum Tax. Per Form.
Schedule 8812 (Form 1040) - Credits for Qualifying Children and Other Dependents. Per Form.
Form 8814 - Parent's Election to Report Child's Interest and Dividends. Per Form.
Form 8824 - Like-Kind Exchanges (and section 1043 conflict-of-interest sales). Per Form.
Form 8829 - Business Use of Home (Simplified). Per Form.
Form 8834 - Qualified Adoption Expenses. Per Form.
Form 8846 - Credit for Employer Soc. Sec. and Medicare taxes on tips. Per Form.
Form 8853 - Medical Savings Account. Per Form.
Form 8863 - Education Credits (American Opportunity and Lifetime Learning Credits). Per Form.
Form 8880 - Qualified Retirement Savings Contribution Credit. Per Form.
Form 8889 - Health Savings Account. Per Form.
Form 8910 - Alternative Minimum Tax for Individuals. Per Form.
Form 8917 - Tuition Fees and Deduction. Per Form.
Form 8938 - Statement of Foreign Assets. Per Item.
Form 8949 - Sales and Other Dispositions of Capital Assets. Per Form.
Form 8958 - Allocation of Tax Amounts Between Certain Individuals in Community Property. Per Form.
Form 8959 - Additional Medicare Tax. Per Form.
Form 8960 - Net Investment Income Tax - Individual, Estates, and Trusts. Per Form.
Form 8962 - Premium Tax Credit (PTC). Per Form.
Form 8995 - Qualified Business Income Deduction Simplified Computation. Per Form.
Form 8995-A - Qualified Business Income Deduction. Per Form.
Form 1040-NR - U.S. Nonresident Alien Income Tax Return. Per Return.
Schedule OI - Other Information. Per Form.
Form 8840 - Closer Connection Exception Statement for Aliens. Per Form.
Form 8843 - Statement for Exempt Individuals and Individuals with a Medical Condition. Per Form.
Schedule 1 (Form 1040) - Additional Income and Adjustment to Income. Per Form.
FICA Tax Refunds - FICA Claim for Refund and/or Request for Abatement. Per Claim.
Form 1040-X - Amended U.S. Individual Income Tax Return. (And up) Per Return.
State-X - Amended State Personal Income Tax. Per Return.
Local/City-X - Amended Local/City Personal Income Tax. Per Return.
Form 990 - Tax Exempt Organization (Minimum). Per Form.
Form 1041 - U.S. Income Tax Return for Estates and Trusts (Minimum). Per Form.
Form 1065 - Partnership (Minimum). Per Form.
Form 1099 - Miscellaneous, Cancellation of Debt and Non-Employee Compensation. Per Form.
Form 1099-R - Retirement/Pension/IRA Distribution. Per Form.
Form 1120 - Corporation (Minimum). Per Return.
Form 1120S - S-Corporation (Minimum). Per Return.
Form 3115- Change in Accounting Method. Per Form.
Form 3800 - General Business Credit. Per Form.
Form 4797 - Sales of Business Property (Also Involuntary Conversions and Recapture Amounts Under Section 179 and 208F(b)(2)). Per Item.
Schedule K-1 - Income, Losses, Dividends, etc. of Partners or Shareholders. Per Form.
From W-2 - Wages and Employee Tax Statement. Per Form.
Form W2-G - Gambling Income. Per Form.
Form 706 - United States Estate (and Generation-Skipping Transfer) Tax Return. Per Form.
Form 709 - United States (and Generation-Skipping Transfer) Tax Return (Minimum). Per Form.
Form 990 - Tax Exempt Organization (Minimum). Per Form.
Form 1045 - Application for Tentative Refund. Per Form.
Form 9465 - Installment Agreement for both Federal and State. Per Form.
Form 2350 - Application for Extension of Time to File U.S. Income Tax Return. Per Form.
Form 4868 - Application for Automatic Extension of Time to File U.S. Income Tax Return. Per Form.
Form 9465 - Installment Agreement for both Federal and State. Per Form.
Form 2350 - Application for Extension of Time to File U.S. Income Tax Return. Per Form.
Form 4506 - Request for Copy of Tax Return. Per Form.
Form 4506-T - Request for Transcript. Per Form.
Form 4868 - Application for Automatic Extension of Time to File U.S. Income Tax Return. Per Form.
Schedule K-1 - Share Income, Deductions, Credits of Partner's, Beneficiary, Shareholder's Income, etc. Per Form.
Form W-4 - Voluntary Withholding Request. Per Form.
Home Sale - Home Sale Worksheets. Per Form.
FinCEN 114 - Report of Foreign Bank Account. Per Form.