Tax Preparation
From simple returns to more complex filings, our team ensures accuracy and peace of mind with every submission. We specialize in preparing:
• Form 1040 – Individual Income Tax Return
• Form 1041 – Estate & Trust Income Tax Return
• Form 1120-S – S Corporation Income Tax Return
• Form 709 – Gift Tax Return
• Form 1065 – Partnership Income Tax Return
• FBAR (FinCEN 114) – Foreign Bank Account Reporting
Fees start at $1,000 which includes forms such as:
• Form 1040
• Itemized Deductions or Standard Deduction
• Schedule B (Interest/Dividends, less than 3 accounts)
• Basic credits (e.g. Child tax credit, Earned income credit)
• Standard adjustments (Student loan interest, Educator, etc.)
• Schedule D (Capital gains or losses from brokerage accounts)
• W2s
• Health Savings Account (HSA)
• Unemployment Income
• Retirement Income (IRA distributions, Pensions, Social Security)
• Taxable refunds
• Single State return
For more complex returns, additional fees apply depending on schedules and supporting documents.