Proposal and Terms of Service

Proposal

This may not represent the total fees charged
Name

First NameLast Name
Email
example@example.com
Estimate of fees
prevnext( X )
Form 1040
Includes itemized deductions and moderate interest

$300.00 Quantity



1099B
Per 1099B & 1099DIV

$75.00 Quantity



Schedule C
Per Schedule C, if over 300,000 in sales add 1 accounting below for every 200,000.

$100.00 Quantity



Schedule E
Per schedule E, if over $200,000 add 1 accounting below per $200,000

$100.00 Quantity



Schedule K1
Per K1 does not include multiple states.

$75.00 Quantity



Multi State
Per state

$75.00 Quantity



Dependent returns
Dependent return with just a small W2 or some investment interest.

$100.00 Quantity



Business Tax Return
Up to $500,000 in sales

$800.00 Quantity



Business Tax Return with Balance Sheet
If you need to file a balance sheet please check

$200.00 Quantity



Business Tax Returns Over $500,000
Add one for every $100,000, over $500,000, example 2,000,000 select 15.

$50.00 Quantity



Bookkeeping
Average annual rate for bookkeeping in the office.

$100.00 Quantity



Accounting
Average rate for accounting in the office

$200.00 Quantity



Foreign Accts
FinCEN 114

$500.00 Quantity



1099R
$50.00 Quantity



Estimated Taxes
Calculate Safe Harbor Estimates, annualized select four.

$200.00 Quantity



Estate Tax Return
M706 up to 2,500,000 any 200,000 over 2,500,000 add 1 accounting above.

$1,500.00 Quantity



Annual Bookkeeping and Accounting
$1,000.00 Quantity



Personal Tax Return
$600.00 Quantity



Form 1041
1 1099B Included

$500.00 Quantity



K1
For business taxes with more than two partners add 1

$100.00 Quantity



Minimum Fee
Minimum fee for all services

$500.00 Quantity



Foreign Accounts if more than one
$100.00 Quantity



Corporate Tax Return
$10,000.00 Quantity



Business Tax Return
$1,500.00 Quantity



Business Tax Return
$2,500.00 Quantity



Personal Tax Return
$1,500.00 Quantity



Tax Return
$1,000.00 Quantity



Personal Tax Return
$750.00 Quantity



New York City
$300.00 Quantity



Business Tax Return
$4,000.00 Quantity



$ Free Quantity



Personal Tax Return
$2,500.00 Quantity



Business evaluations
$500.00 Quantity



Tax Return
$2,000.00 Quantity



Tax Return
$4,000.00 Quantity



Tax Return
$650.00 Quantity



Total

$0.00
Total
Date client agrees to submit complete documentation

MonthDayYear
Date
Meeting Host
Assigned Accountant
Estimated days to complete
States if multi state
Comments if any...
How did you find us
Approval Status
Should be Empty: