Organization is Essential to Minimize Your Costs

I am able to keep my fees low by requiring clients to organize their tax information.  For personal returns other than a very simple return, a tax organizer must be completed.  I charge $50 per hour extra for bookkeeping fees for clients that do not want to do their own bookkeeping.  This applies to a sole proprietor, partnership or corporate return and we recommend that you use Quickbooks if you choose to do your own bookkeeping.  For a self employed business without many expenses you can simply complete the section of our tax organizer titled "Sole Proprietor Worksheet". 

For those people with large numbers of stock market transactions, I need proper matching of the sale and purchase sides of each transaction.  Contact your stockbroker about providing you with your year-end statements in the proper format to coincide with Schedule D.  This simple step can dramatically reduce the time I have to spend on your tax return, saving you a lot of money in fees.

Click here to Download Tax Organizer - Complete the sections of my tax organizer that are pertinent to your tax return, it is not necessary to complete the sections for which you are providing IRS documents.  I need copies of all W-2s, Form(s) 1099, 1099R, 1099-MISC, 1098, 1098G, 8332, Schedules K-1, etc. that you have received.  I will also need a copy of your prior year tax return ahead of any appointment.  Also, I will review the prior three years of your returns free of charge to check for missed deductions, mistakes, or tax planning opportunities.  Tax returns can be amended for the prior three years.  I have extensive tax return reviewing and tax planning experience.  I also have experience handling IRS audits, and I will assess your return for audit risk.  File your return with confidence and pay the the least amount of tax allowed by law.  I have reviewed thousands of high net worth tax returns and there are many loopholes to legally reduce your tax liability.  If you are under the AMT or have children in college, I can show you how to utilize deductions or credits that you may ordinarily lose. 

Fees:  (includes free e-filing)

Form 1040-EZ including California state return and e-file - $25

Form 1040 - including California state return and e-file - $50 base fee.  * Some forms and schedules have an additional charge, see below.

Form 1040X - Includes amended federal and state returns - $150  

*Additional Charges

Schedule C - $10 - Self Employment Income - You must have your sales and expenses summarized and categorized. 

Schedule D - Capital Gains & Losses - 10 entries at no extra charge and 50 cents for each additional entry over 10.

Schedule E - $10 for each rental

Schedule F - $10 - Farm Income

Form 2555 - $20 - Foreign Earned Income Exclusion

Form 4797 - $10 - Sale of Business Asset

Form 8824 - $30 - Like Kind Exchange

Form 6252 - $30 - Installment Sale