Entity Tax Preparation Estimate from Kyle Norton, CPA

1

What type of entity do you need to be filed?* This field is required.

Estate/Trust (Form 1041)

Exempt Organization (Form 990/PF/EZ/N)

Partnership (Form 1065)

S Corporation (Form 1120S)

2

What are the approximate expenses of the entity?* This field is required.

3

Tier 2 Expenses

4

Tier 3 Expenses

5

Tier 4 Expenses

6

Tier 1 Fee

7

Tier 2 Fee

8

Tier 3 Fee

9

Tier 4 Fee

10

Federal Base Fee - Not Exempt Org

11

Is the organization a private foundation?* This field is required.For the definition of a private foundation: https://www.irs.gov/charities-non-profits/charitable-organizations/private-foundations

YESNO

12

Into which category does the organization fall?* This field is required.

Gross receipts are normally $50K or less

Gross receipts are less than $200K AND total assets are less than $500K

Gross receipts are more than $200K OR total assets are more than $500K

13

Federal Base Fee

14

Did the estate/trust have any sales of investments such as stocks, mutual funds, or cryptocurrency?* This field is required.

YESNO

15

Did the estate/trust have self-employment or non-employee compensation?* This field is required.This is often reported on a 1099-NEC, 1099-MISC, or 1099-K. Depending on the income source, there may not be of these forms, but the estate/trust could still be considered to have self-employment income.

YESNO

16

Did the estate/trust have income or expenses from a rental property owned?* This field is required.

YESNO

17

Did the estate/trust have a K-1 from a partnership, S-corporation, or another estate/trust?* This field is required.

YESNO

18

Federal add-on count, estate/trust

19

Federal add-on cost, estate/trust

20

Federal add-on total, estate/trust

21

In how many states is the organization required to file?* This field is required.If you are unsure, leave this at 0. States are $100 each, and can be added on later.

22

State cost

23

State total

24

Total fees

25

Here is your estimated tax preparation total!Note that this estimate is based on the accuracy of your responses to the preceding questions. This price can fluctuate up or down depending on additional information discovered during the course of tax preparation. Unique tax situations requiring research or extra work may incur additional fees. If you are satisfied with this estimate, please select "Next" to provide contact information and get started!

26

Name of entity* This field is required.

27

Name of contact person responsible for entity tax return* This field is required.

Prefix

First Name

Middle Name

Last Name

Suffix

28

Email of contact person responsible for entity tax return* This field is required.

example@example.com

29

Phone Number of contact person responsible for entity tax return* This field is required.

(123) 456-7890