®
Proudly Serving:
Temecula
Murrieta
Winchester
Wildomar
Sun City/ Menifee
Yucaipa
Verify my Credentials
on the IRS website
951.440.4805
SIMPLE PRICING
Tax Notices / Tax Consultations - starting at $100
*(Mobile fee may be added, depending on location)
• Includes review, verification of information, and response to notice.
• Tax planning including estimated taxes, W4 planning, help with IRS notices, etc.
• Price varies depending upon the type of tax resolution and the preparation involved. If a tax return is necessary to be filed in response to the notice, there will be an additional fee for the preparation.
Simple Filing / no dependents - starting at $120
*(Mobile fee may be added, depending on location)
• Federal & State Return - (if there is more than one state, each additional state is $50)
• If claiming extra credits or using additional forms, price will be increased by forms added. Additional forms include interest from bank accounts, not having health insurance for any part of the tax year, receiving the Earned Income Credit, 1099 MISC - to name the most common.
Amended Returns - starting at $125
*(Mobile fee may be added, depending on location)
• Basic amended returns, making simple changes such as: adding a W2, single form 1099R or other similar income documents (not including 1099K or 1099MISC), up to 3 entry stock sales from form 1099B, dividend income, adding a dependent, student college credits, student loan interest, unemployment, donations, rental expense on rental property that was already claimed, etc.
• Additional fees may apply for more complicated amendments, such as adding Self employed business income that was not originally included, Depreciation not originally included on tax return, more than 3 transactions on a brokerage statement, etc.
Retired Individuals - starting at $175
*(Mobile fee may be added, depending on location)
• Includes the Federal & the State Return (charge of $50 for each additional state)
• Social Security Income and/or Pension Income
• Additional items such as Investment income, Small businesses, Dependents, Home owners, etc. may add to the price.
With Dependents - starting at $240
*(Mobile fee may be added, depending on location)
• Includes the Federal & the State Return (charge of $50 for each additional state)
• W2 income / Unemployment / Dependents (including the Child tax credit)
•Additional items such as Investment income, Retirement distributions, Day care credits, Earned income credit, etc. may add to the price.
Complex 1040 filers - starting at $295
*(Mobile fee may be added, depending on location)
• Includes the Federal & the State Return (charge of $50 for each additional state)
• W2 income / Simple small business / Alimony / Dependents (including the Child tax credit)
• Additional items such as (but not limited to) : Rental property (s), Disposition of business assets, Foreign income, Multiple small business returns (Self-employed individuals), Multiple state returns, Gift tax returns, Estimated tax payments, Investment income, Retirement income, Day care credits, Home owner deductions, Depreciation, Vehicle expenses, etc. may add to the price.
S Corporations, LLC / Partnerships - starting at $550
*(Mobile fee may be added, depending on location)
• Price does not include the filing of the personal return - however the personal return costs may be discounted when filing the business return along with personal return at the same time.
**Please note - Single member LLC's are considered a sole proprietorship for tax purposes therefore they wouldn't be in this price range. Please see Complex 1040 Filers above. The state portion of the LLC form 568 is $50**
We Accept Cash & Check, as well as:
