Fee Structure

BUSINESS ADVISORY AND FINANICIAL PLANNING FEE
Bookkeeping, Accounting, Tax, and Financial Planning monthly subscription fee starts at 175
Outsourced Controller and CFO monthly fee starts at 550
Assets Under Management fee 1%
Project Hourly fee 350

PERSONAL TAX RETURNS
FORM 1040 & SCHEDULE A, INCLUDES RESIDENT STATE 425
FORM 1040 & SCHEDULES 1-6 (EACH) 75
SCHEDULE B 60
SCHEDULE C 325
SCHEDULE D 90
FORM 8949 UP TO 6 TRANSACTIONS 90
SCHEDULE E-1ST PROPERTY 150
SCHEDULE E-ADDITIONAL PROPERTY 75
SCHEDULE F 325
SCHEDULE J 100
SCHEDULE SE 50
>4 W-2’S, EACH 30
K-1 INCOME WITH BASIS SCHEDULE – EACH 125
INSTALLMENT SALES-SALE YEAR 250
INSTALLMENT SALES-SUBSEQUENT YEAR 100
FORM 2441 – CHILD CARE 90
FORM 4562 DEPRECIATION CURRENT 100
FORM 4562 DEPRECIATION PER ASSET 25
FORM 4952 – INVESTMENT INTEREST 90
FORM 5329 – RETIREMENT PENALTY 150
FORM 6251 – AMT 225
FORM 8960 – NII SURTAX 250
FORM 8962 – HEALTHCARE CREDIT 250
FORM 8965- HEALTHCARE PENALTY 175
COLLEGE CREDITS 100
ESTIMATED TAX FORMS 75

BUSINESS TAX RETURNS
FORM 1120 C CORP 1,800
FORM 1120 S CORP 1,800
FORM 1065 LLC 1,800
FORM 709 GIFT TAX 600
FORM 706 ESTATE TAX 5,000
FORM 1041 TRUST 900
FORM 990 NOT FOR PROFIT 2,000
FORM 941 250
FORM 940 250
SUTA 175
STATE WITHHOLDING 175
W-2’S EACH 50
1099’S EACH 50
NEWLY FORMED BUSINESS 500