919-463-7588 david@carytax.com

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 $175/hr in addition to the below rates for returns that require non routine services. You will receive a written cost estimate specific to your situation prior to signing an Engagement Letter.

 

INDIVIDUAL

  • 1040 EZ or 1040 A – $175
  • 1040 – $250
  • Sch A (itemized deductions) – $100
  • Sch E (rental and other supplemental income & loss) – $95
  • Sch C (profit or loss from business) quoted based on complexity – $100 Minimum
  • State returns – 1 return included. Additional states $65 Each (NY/NYC $90)
  • EIC (earned income credit) – $200
  • Schedules  B & D : Up to five Payers $0, Over Five Payers – $100 (Additional fees may apply for stock options and other basis adjustments requiring form 8949)
  • FBAR or FATCA – $125 minimum per filing (up to 3 foreign sources).

BUSINESS/ENTITY

  • 1065 (partnership) – quoted based on complexity ($750 minimum)
  • 1120S Corporate – quoted based on complexity ($650 minimum)
  • 1120C Corporate – quoted based on complexity ($850 minimum)
  • 1041 series (estates & trusts) – quoted based on complexity ($450 minimum)

IRS REPRESENTATION

  • Negotiable flat fees
  • Hourly on retainer

CONSULTING

  • New business, general tax issues, planning (for new clients) – $175/hr.
  • In many cases, consulting fees will be credited as a deposit towards future tax preparation work.

REFERRAL DISCOUNT

The best  way to say “thank you” is to send flowers…..if you’re a florist.  But since we’re in the “saving people money business” we say “thank you” by giving a discount.

For every person or business you refer to us who becomes a client we’ll reduce your next year’s fee by $50.

 

"Day in and day out, your tax accountant can make or lose you more money than any single person in your life, with the possible exception of your kids."
-Harvey Mackay

Tax Advisors of Cary

140 Preston Executive Dr
Suite 100H
Cary, NC 27513

Phone: 919-463-7588
Fax: 919-400-4272
css.php