Core Compliance

​​Fees for our CORE COMPLIANCE services are determined based on the complexity of your tax situation and the specific forms required to complete your return. This approach ensures that fees are aligned with the scope of work and the time and expertise necessary to complete your engagement accurately and efficiently.

​

We charge the following CORE COMPLIANCE fees:

​

• $600 - Form 1040

• $750 - Form 1040X

• $100 - Schedule A

• $75 - Schedule B

• $300 - Schedule C

• $100 - Schedule D

• $100 - Form 8949

• $125 - Schedule E (each property)

• $300 - Schedule F

• $150 - Schedule H

• $80 - Schedule J

• $50 - Schedule SE

• $100 - K-1 Income (each)

• $300 - Installment Sale (first year)

• $100 - Installment Sale (subsequent years)

• $80 - Form 1116

• $80 - Form 2441

• $150 - Form 2555

• $100 - Form 4562 (new assets)

• $10 - Form 4562 (old assets - each)

• $100 - Form 4952

• $200 - Form 6251

• $200 - Form 8606

• $150 - Form 8889

• $250 - Form 8938

• $150 - Form 8960

• $200 - Form 8995 (with Sch C only)

​​​

• $200 - Virtual Currency (minimum fee)

• $100 - College Tax Credits

• $60 - Estimated Tax Forms

​​

• $150 - Nonresident States, City Returns

• $200 - Franchise Tax Returns​​​​​

• $100 - FBAR (FinCEN 114)

• $250 - Dependent Tax Returns & MFS Fee

​​

• $2,500 - Form 1120/1120s

• $2,500 - Form 1065

• $1,800 - Form 1041

• $2,500 - Form 706 (DSUE only)

• $8,000 - Form 706 (required filing - minimum fee)

• ​$750 - Form 709

​​

​​

​

Advanced Advisory

Any tax-related services falling outside the scope of CORE COMPLIANCE, including, but not limited to tax notice responses, planning, projections, liaising with out-of-firm professionals, or other advisory work, will be billed separately as ADVANCED ADVISORY services at a rate of:

​

• $500 per hour, billed in 0.1 increments (retainer may be required)

​

​