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

Cary Tax is Fully Booked but Still Here to Help

Tax season in full swing, Tax Advisor of Cary is fully booked until the April 18th deadline, but that doesn’t mean we can’t help! In this article, we will outline ways to request an automatic extension from the IRS and NCDOR so that we can help at a later date.

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CRYPTOCURRENCY TAX BASICS

A RELATIVELY NEW FEATURE ON THE FINANCIAL LANDSCAPE Crypto currencies are a relatively new feature on the financial landscape. Because of their novelty, there has been a lot of speculation and, frankly, wishful thinking regarding how the IRS would treat these currency transactions. Many provisions, e.g., “wash sales” and tax lot treatment, have not yet

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Thinking of Selling Your Home?

Thinking of Selling Your Home? Understanding the Home Gain Exclusion: One of the largest tax breaks available to most individuals is the ability to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. Making the assumption that this gain exclusion will always keep you safe from tax can

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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!
Contact Us

Phone: 919-463-7588
Fax: 919-400-4272
Address
219 E Chatham St Suite 200 Cary, NC 27511
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