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