|
Payment Terms: Payment may be made by
check, Visa or Master Card at the time the tax return is picked up or
mailed,
or the accounting service is completed (unless an advance retainer is required). |
|
The billing rate for experienced CPAs and attorneys
who have worked more than 31 years in the field of tax law is between $260 and $450 per
hour. |
Service
|
Minimum
Fee
|
Hourly
Fee
|
Comments
|
|
Financial
Statements
|
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Compilation |
$1,500 minimum
|
$200
|
|
|
Review |
$3,000 minimum
|
$200
|
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Audit
|
**
|
|
We
do not
perform audits. |
|
Projections |
|
|
We
do not
prepare projections. |
|
Forecasts |
$1,500 minimum
|
$200 |
|
|
Valuations |
|
|
We
do not
prepare valuations. |
|
Business
Income Taxes and Related Taxes
|
|
Income tax
planning
|
$200 minimum |
$200 |
|
|
Form 1120
preparation
|
$600 minimum
|
***
|
*** We
charge based on the minimum as stated to the left plus various fee charges for the
quantity and complexity of entries made to prepare the return.
|
|
Form 1120S preparation
|
$600 minimum
|
***
|
*** We
charge based on the minimum as stated to the left plus various fee charges for the
quantity and complexity of entries made to prepare the return.
|
|
Form 1065 preparation
|
$600 minimum
|
***
|
*** We
charge based on the minimum as stated to the left plus various fee charges for the
quantity and complexity of entries made to prepare the return.
|
|
Per line
entry charges from the Balance Sheet and from the Profit and Loss. |
$3 per line item |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
One time new
client charge to enter the prior year's tax return and depreciation
schedule |
$200 |
|
These are additional charges in addition to the $600 minimum fee to
prepare the 1120, 1120S, or 1065 tax returns. |
|
Restoring of
client's QuickBooks file into our computer system |
$49 |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
Adjusting
Journal Entries to correct books to match tax return |
$34 each |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
New
depreciation items Form 4562 |
$20 each |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
Sale for
business assets Form 4797 |
$36 each asset |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
Form 6765
Research and Development Credit |
$75 |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
Form 8824
trade-in of assets |
$75 each asset |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
Form 8903
Production Deduction Calculation |
$50 |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
State tax
return |
$100 |
|
These are
additional charges in addition to the $600 minimum fee to prepare
the 1120, 1120S, or 1065 tax returns. |
|
1120, 1120S,
and 1065 income tax extensions |
$38 |
|
These are additional charges in
addition to the $600 minimum fee to prepare the 1120, 1120S, or 1065
tax returns. |
|
County personal property tax
|
$50 minimum |
$85
|
|
|
Form 3115
preparation |
$500 minimum |
N/a |
Change of accounting method -
accrual to cash conversion |
|
Form 2553
preparation |
$200 minimum |
N/A |
Election as an "S" corporation with
the IRS |
|
Form 5500 preparation
|
$350 minimum
|
$150
|
|
|
Tax Audit
and Collection Issues
|
|
Past Due Income Tax Returns
|
$400 minimum |
$200 |
Retainer
Required |
|
Tax Audits
|
$200 minimum |
$200 |
Retainer
Required |
|
Offers In Compromise
|
|
Service is
not offered |
|
|
Tax Collections Issues
|
$200 minimum |
$200 |
Retainer
Required |
|
Section 1031
Like-Kind Exchanges of Real Estate
|
|
Simultaneous forward exchange
not involving a construction contract
|
Information on 1031 exchanges |
$800 for first property sold plus $250
for each additional property sold or and for each property
purchased. |
Each separate exchange will be treated
as a separate exchange agreement. For example: If you exchange
property "A" for property "B", and then exchange property "C" for
property "D", this will be treated as two separate exchanges and you
will be charged two separate fees. This is in contrast with
exchanging property "A" for "B" and "C" which would be one
transaction for exchange purposes. |
|
Delayed forward exchange not
involving a construction contract
|
|
$1,000 for first property sold plus
$250 for each additional property sold or and for each property
purchased. |
Each separate exchange will be treated
as a separate exchange agreement. For example: If you exchange
property "A" for property "B", and then exchange property "C" for
property "D", this will be treated as two separate exchanges and you
will be charged two separate fees. This is in contrast with
exchanging property "A" for "B" and "C" which would be one
transaction for exchange purposes. |
|
Reserve exchange or construction
exchange
|
|
Service is
not offered |
|
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Non-Profit
Organizations
|
|
Form 990
|
|
$150 |
|
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Management
Advisory Services
|
|
Business Consulting
|
|
$200 |
|
|
Part-time Controller
|
|
$110-$150 |
|
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Critical Task Training
|
$3,200 minimum |
|
Retainer
Required |
|
QuickBooks
and Bookkeeping
|
|
See this
list for recommended bookkeepers
|
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Driving
Time and Phone Calls
|
|
Driving Time to and from Job Sites
|
|
$60 |
|
|
Phone Calls to or from Clients |
|
Free |
Unless the duration of
the call is significant or the service offered is would normally be
billable |
|
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