INDIVIDUAL TAX PREPARATION
IMPORTANT: All documents must be received in our office by March 25th
every year or an extension will be filed. Surcharge fee will be added if you
like us to file your tax return by due date (fee depends on the complexity of
the returns).
NOTE: Our fee* schedule below, including but is not limited to, most
common tax preparation scenario. We cannot list every fee scenario
since everyone's tax situation is unique.
*Fee is subject to change at our discretion.
every year or an extension will be filed. Surcharge fee will be added if you
like us to file your tax return by due date (fee depends on the complexity of
the returns).
NOTE: Our fee* schedule below, including but is not limited to, most
common tax preparation scenario. We cannot list every fee scenario
since everyone's tax situation is unique.
*Fee is subject to change at our discretion.
Basic TPS Self-Employed Plan - Single/MFJ/MFS (Sch C)
$550
No dependents and No credits
One Sch C (Additional Sch C $100 each)
Resident State Return included (additional state/local tax return $50 each)
E-filing included
W-2's (Add $25 each additional fee)
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
No dependents and No credits
One Sch C (Additional Sch C $100 each)
Resident State Return included (additional state/local tax return $50 each)
E-filing included
W-2's (Add $25 each additional fee)
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
Basic TPS Plan - Single/MFJ/MFS (Social Security Income, Unemployment Income, and Two W-2 per taxpayer)
$300
No dependents and No credits
One 1099-INT and One 1099-DIV
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
No dependents and No credits
One 1099-INT and One 1099-DIV
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
TPS1 Plan - Single/MFJ/MFS (Two W2 per taxpayer)
$350
Basic TPS Plan +
Additional Interest and Ordinary Dividend Income (Max additional 2)
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
Basic TPS Plan +
Additional Interest and Ordinary Dividend Income (Max additional 2)
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
TPS2 Plan - Single/MFJ/MFS/HOH (Two W2 per taxpayer)
$500
TPS1 Plan+
Dependents-Earned Income-Dependent Care-Tax Credit
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
TPS1 Plan+
Dependents-Earned Income-Dependent Care-Tax Credit
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
TPS3 Plan - Single/MFJ/MFS/HOH (Two W2 per taxpayer)
$650
Includes TPS2 Plan +
Itemization (Mortgage Interest, Taxes, Medical Expenses, Charitable Contributions*)
*Non-cash Charitable Contributions (over $500) - add additional fee $50
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
Includes TPS2 Plan +
Itemization (Mortgage Interest, Taxes, Medical Expenses, Charitable Contributions*)
*Non-cash Charitable Contributions (over $500) - add additional fee $50
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
TPS4 Plan - Single/MFJ/MFS/HOH (Two W2 per taxpayer)
$800
Includes TPS3 Plan +
Investment/Stocks (One 1099-B)
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
Includes TPS3 Plan +
Investment/Stocks (One 1099-B)
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
TPS5 Plan - Single/MFJ/MFS/HOH (Two W2 per taxpayer)
$950
Includes TPS4 Plan +
Rental Income
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
Includes TPS4 Plan +
Rental Income
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
TPS Business Owner Plan (One W-2 per taxpayer+1099 NEC/1099-K)
$1250
No Dependents & No Credits
Business Owner (Sole Proprietorship, Single Member LLC)
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
No Dependents & No Credits
Business Owner (Sole Proprietorship, Single Member LLC)
Resident State Return included (additional state/local tax return $50 each)
E-filing included
Additional W-2's $25 each
NOTE: CHECK OUR ADDITIONAL FEES SECTION BELOW
Additional Fees
If you have the following filing requirement, add these amounts to
your fee:
Investment/Stocks - $150 each
Rental Property - $150 each per rental Property
Here's what you can expect to get from our tax preparation services...
* Your tax return will be checked with our hands-on experience and then re-checked with our professional software to ensure accuracy.
* Your federal and state tax return is filed electronically so you will receive your tax refund quicker in your bank account.
* Your are entitled for maximum refund and we will look for those deductions that you deserve.
* We are open throughout the year and available to service you during our business hours.
* Most Importantly, you pay a reasonable fee for entrusting us in doing your taxes.
