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TAX PREPARATION
STANDARD FEES AND RATES
January 26, 2008
BASIC CHARGE
(Information worksheet, 1 W-2, Form 1040EZ, Form 140A):
$79
(INCLUDES ELECTRONIC FILING)
SELF-PREPARED AND THIRD PARTY PREPARED RETURNS ELECTRONIC FILING ONLY:   Time Charge:
$100.00/hour
OTHER BASIC CHARGES:
ADDITIONAL W-2 WORKSHEETS:   $10.00/FORM
INFORMATION WORKSHEETS (1099’S OF ALL KINDS):   $10.00/FORM
SCHEDULE B:   $10.00
TAX EXEMPT INTEREST WORKSHEET:   $10.00
1099G WORKSHEET (TAXABLE STATE REFUND)   $15.00
SCHEDULE C(SELF EMPLOYMENT INCOME):   TIME CHARGE: $100.00/HOUR
SCHEDULE D (CAPITAL GAINS/LOSSES):   TIME CHARGE: $100.00/HOUR
SCHEDULE E (RENTAL/ENTITY INCOME):   TIME CHARGE: $100.00/HOUR
FORM 4797(TAXABLE SALE OF BUSINESS ASSETS):   $50.00 MINIMUM
SCHEDULE F (INCOME FROM FARM ACTIVITIES):   TIME CHARGE: $100.00/HOUR
TAXABLE SOCIAL SECURITY BENEFITS:   $15.00
LINE 21-OTHER INCOME STATEMENT:   $15.00
FORM 3903 (MOVING EXPENSES):   $15.00
RETIREMENT CONTRIBUTION WORKSHEET:   $15.00
EDUCATION, TUITION & FEES DEDUCTION WORKSHEET:   $15.00
FORM 8903(DOMESTIC PRODUCTOIN ACTIVITIES):   $15.00
MEDICAL EXPENSES WORKSHEET:   $10.00
SCHEDULE A (ITEMIZED DEDUCTIONS):   $15.00
FORM 8283(NONCASH CHARITABLE CONTRIBUTIONS):   $20.00
FORM 2106 (EMPLOYEE BUSINESS EXPENSES):   TIME CHARGE: $100/HOUR
MISCELLANEOUS ITEMIZED DEDUCTION STATEMENT:   $10.00
ITEMIZED DEDUCTION LIMITATION WORKSHEET:   $10.00
DEDUCTION FOR EXEMPTIONS WORKSHEET:   $15.00
FORM 2441 (DAY CARE CREDIT):   $15.00
FORM 8863(EDUCATION CREDITS):   $15.00
RETIREMENT SAVINGS CONTRIBUTIONS CREDIT:   $15.00
CHILD TAX CREDIT:   $10.00
OTHER CREDITS:   TIME CHARGE: $100/HOUR
SCHEDULE EIC (EARNED INCOME TAX CREDIT):   $25.00
ARIZONA FORM 140:   $25.00
FORM 301(NONREFUNDABLE CREDITS):   $10.00
FORMS 309, 310, 321, 322 323:   $12.00/FORM
FOREIGN STATES:   $75.00 PER RETURN
TAX CONSULTING TIME CHARGE   $100/HOUR
DRIVE CHARGE   $25.00 MINIMUM
RESEARCH CHARGE PROCESSING AND MAILING CHARGES ACCOUNTING/BOOKKEEPING/ORGANIZATION CHARGE;   $100.00/HOUR
PROCESSING AND MAILING CHARGES   $25.00/RETURN
ACCOUNTING/BOOKKEEPING/ORGANIZATION CHARGE   $50.00/HOUR
     
WE RESERVE THE RIGHT TO CHARGE A $50 APPOINTMENT NO SHOW CHARGE.

TAX SEASON IS A VERY BUSY TIME OF YEAR. WE REQUEST A 24 HOUR CANCELLATION COURTESY CALL.

PLEASE BE MINDFUL OF OUR TIME.

REFUND ANTICIPATION LOANS ARE AVAILABLE THOUGH SANTA BARBARA BANK AND TRUST. FEES VARY BASED ON DOLLAR VALUE OF REFUND. ADDITIONAL CHARGES WILL APPLY FOR WORKSHEETS, FORMS AND SUPPORTING STATEMENTS.

ESM ASSOCIATION MEMBERS ARE ENTITLED TO A 15% DISCOUNT-JUST ASK!
FEES ARE SUBJECT TO CHANGE WITHOUT NOTICE.

WE ACCEPT CASH, CHECKS, AND PLASTIC.

     

Our mailing address
P.O. Box 47605 Phoenix AZ 85068-7605.

 

Our physical address
2432 West Peoria, Suite 1168, Building 9.