Tax Preperation Rates

Our Rates

The following prices are typical but not guaranteed. They are listed to give you a general idea of the costs involved and are not a specific offer of any service. Your actual fees will be more or less. They assume the client has submitted legible, organized and complete paperwork. Tax Advisors of Cary bills at $225/hr in addition to the below rates for returns that require non routine services. Upon request we will provide you with a written cost estimate specific to your situation prior to signing an Engagement Letter.

Individual Tax Returns

A Minimum Fee Of $375 Applies To 1040 Based Individual Tax Return

1040 (including: Sr, Nr, X)

Base Return Form

$250 Per Form

W-2

Wages

$20 Per Employer

Schedule B

Interest And Dividends

$5 Per Form 1009(div/int)

Schedule C

Self Employment Income/expenses

$200 Minimum

Schedule E

Rental Property Income/expenses

$100 Per Property

Schedule H

Household Employee (Nanny) Tax

$75

1099-r

IRA/Retirement Plan Distributions And Rollovers

$15 Per 1099r Form

Form K-1

Income/deduction/credit Reporting For Partnerships, S Corporations, Estates And Trusts

$25 Per K-1 Minimum

Form 1116

Foreign Tax Credit

$20 Per Income Source

Form 2106

Expenses Related To Self Employment Home Office And Automobile Use

$25

Form 2441

Dependent Care Credit

$25

Form 2555

Foreign Earned Income Exclusion

$150

Form 3115

Application For Change Of Accounting Method (prior Unclaimed Rental Depreciation)

$350

Form 4797

Sale Or Exchange Of Business Property Including Rental Real Estate

$150 Per Property

Form 8949

Sale Or Disposition Of Capital Assets (stock, Bonds, Etc)

$10 Per Summary Line Item (e.g. Long/short Term, Covered/uncovered)

Form 8949

Employer Stock Plan Basis Adjustments

$10 Per Adjustment

Form 114a

Fbar (Foreign Bank Reporting)

$125

Form 5695

Residential Energy Credit

$75

Form 8834

Qualified Electric Vehicle Credit

$75

Form 8824

Sec 1031 Exchange (real Property)

$450

Form 5329

Roth Ira Conversions / recharactarizations

$25 Each

Form 8962

Advanced Premium Tax Credit (aca/obamacare)

$75

Form 6252

Installment Sales

$100 Per Disposition

State Returns

1 Included In Base Price

$75 Per State. ($125 For NY Or CA)

Our Humble Brag

Many of our clients have been kind enough to share the positive experiences they’ve had working with us. We’re proud to share those with you. Our goal is to earn your praise as well.

Our Blog

What We’re Talking About

Tax Year 2021 – Hurricane Ian Tax Extension

IRS issues emergency tax year 2021 extension for FL NC & SC

October 13, 2022

The National Taxpayer Advocate Mid-Year Report

Every year, the Taxpayer Advocate Service submits a mid-year report to Congress that outlines serious problems facing taxpayers and makes recommendations on how to mitigate those problems. This article outlines the main takeaways from the report and solutions for the next filing season.

July 7, 2022

How To Handle The IRS CP2000 Letter

Every year, thousands of people across America get a CP2000 letter from the IRS. In this article, we explain what the CP2000 process and how to handle the IRS. We also outline the exact filing steps to combat a CP2000 letter.

June 15, 2022

Let’s Get in Touch

We appreciate the opportunity to be of service. Use the form below to request more information. We will get back to you within 24 hours. We look forward to meeting you, whether virtually or in person!

About Our Firm

Our Team
Careers

Our Services

Individuals

Tax Planning
Tax Preparation

Businesses

New Business Consulting
Business Services Package

Phone: 919-463-7588
Fax: 919-400-4272

Address

219 E Chatham St Suite 200 Cary, NC 27511