Individual 1040’s

1/1/2015: Rates are adjusted this year to keep up with rising costs and educational requirements. On a ‘per return’ basis, software costs are: $49, client file hosting area: $23, educational requirements: $28, and we spend about 1.5 hrs on your file for each 1 hr we spend w/ you.

  1. Personal 1040’s start at $75 short ($90 w/city)/ $140 ($150 w/city) long form & go up from there.
    • Affordable Care Act surcharge:
      • if you did not have regular – no assistance – health care the entire year, add $75 to this base fee.
      • if you had insurance part year, changed marital status with mixed coverage spouses, or similar complexities, the base fee is double the long form rate.
  2. Small businesses w/ a schedule C typically start at $150
  3. Schedule E rental property returns typically start at $175
  4. Multi state returns start at $240
  5. Bought or sold real estate during the year – first year client used another brokerage – starts at $150 (Sorry, we don’t complete tax filings for prior year clients that did not use our company for buy/sell)
  6. Students with parental customer/client $40 +$5 per extra W2
  7. Food stamp recipients OR retired on Social Security with no other income: from $20 (referred by existing customer: Free)

Lower Your Rates:

  • Your “Annual Review” package preparing your tax returns includes examining your property taxes & real estate holdings to coordinate tax savings on multiple levels & from various planning perspectives.
  • Accumulated service fees you pay us can be rebated to you at closing of your next property brokerage that we handle – you may also assign rebates to family.
  • Your service package fee states that you agree to use us for the following one year period for any realty brokerage activity. ( Annual Review w/ tax prep not offered if you use another brokerage – we are a brokerage that completes tax returns, not a tax preparer service. )
  • Those that have been customers/clients longest enjoy the lowest fees because we limit any annual increases and your data is already in-house.
  • Those that have bought/sold property during the year will have an Annual Review discount (or no cost – based on our agreement at inception of property activity).
  • If you referred a realty brokerage client during the prior 12 months, your Annual Review may be free if they retain us with an agreement  – retainer paid prior to first showing/listing activity. (up to standard long form rate above).
  • If you referred an Annual Review or Business client during the prior 12 months, your Annual Review will not increase for same service or be 1/2 price or free depending on service package of referred client, i.e 1040 referral – no fee increase to you, entity (1120/1065) business client – 1/2 price to you, property transaction – free to you.

Standard Rates:

  • New customers start at our standard rates as we must set up your data file & online areas.
  • If you used another realty brokerage during the year after using us in a prior yr and thereby broke our year to year agreement, we do not offer tax preparation services to those until agreement is reconciled and past discounts, as stated on your year to year cover sheet, are repaid. Tax returns are a courtesy ‘loss leader’ to keep you as a client, we make no profit on them and do give of our time so we’ll have the best information to assist with your property transactions., Therefore, there is a minimum $500 retainer to restart any/all services from this point.
  • If you stop services & restart in a later year, all your data and customer web areas must be re-initiated, you are therefore a new customer/client and standard rates apply.
  • Hard copies & printouts of any files or work incur additional charges. These are available online – until and unless you break our year to year agreement & utilize another realty brokerage.
  • Past year files are free online at your site, there is a minimum $45/yr charge to replicate them hardcopy.

If you feel our invoice is too high, drop us a check for our overhead: $100 base, and our professional fee balance you have the option of giving to your favorite charity and you DON’T have to pay it to us. Of course we have the option to offer no further assistance to you after that time – cheers !

Small Businesses / Contractors    1120S, 1120, 1065


Your NetWorth Basics financial package may include any or all of the below:

Business entity selection /setup:
    • S Corp / C Corp / LLC   from $ 125
    • Payroll filings setup: state & UA  from $ 125
    • IRS filings setup: ID#s & Necessary/Timely Elections  from $125
    • Complete set of filings:  from $299
  • Entire package above: From $435
    1. with FREE basic bookkeeping system setup
    2. and FREE 1st year basic website setup/host
    3. FREE online how to run your business guideline booklet written by our team, takes you from day one to annual changes and integrates with your software setup !
Bookkeeping software Initial setup of bookkeeping system.
    • Payroll cards: from $99/1st employee – $29 addtl.
    • Books setup: from $99 install / $149 Basic training
    • Desktop system at your site: add travel time – From $99.

FINANCIAL – ON GOING:Reviews – tax returnsReview meetings with you 1 time per/ week / month / or quarter – at your location or ours. Includes basic 1120, 1120S, or 1065 tax return. Note: rarely would we complete a company return without regular reviews.

Personal reviews available 1 or 2 times per year. Includes 1040 tax return preparation & electronic filing.>From $95/quarter

>Personal 1040’s from $75 short / $140 long form & upReviews – books .Input/ entries by us into computer accounting system – your location or ours.From $45/visit or hour: our location,from $65/visit or hour: your location. Review on regular basis of books you’ve kept.From $65/quarterDue dates for tax returns and filings, business


We can quote package to your budget or quote a price to your need list.



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