Basic Tax Filing - Single & Married

Form 1040 with any combination of the two following:

 

1-3 form W-2s

1-3 form 1099s (not self-employed)

Itemized Deductions (Schedule A)

 

 

$175 Flat Fee

Intermediate Tax Filing - Single & Married

Basic Tax Filing Plus any two of the following:

 

1-4 Dependents

Sole Proprietorship w/ deductions (Schedule C)

1-2 Rental Properties w/ Deductions (Schedule E)

1-2 State Income Tax Returns

 

$375 Flat Fee

Premium Tax Filing - Single & Married

Basic & Intermediate Tax Filing Plus any two of the following:

 

add two more options from the other plans

Restricted Stock Units

Incentive Stock Options

Minimal Foreign Income/Accounts

 

$750 Flat Fee

Basic Business Entity Tax Filing

(S-corp/Partnership)**

These tax filings consist of Form 1065 and/or Form 1120S for your partnership or S-Corporation (or an amended version). These entities are “flow-through” tax entities. This means that all income and expenses flow through to the individual partners’ or shareholders’ income tax returns. This plan assumes that the business can provide at least an income statement* (and hopefully a balance sheet*) for tax prep purposes. Revenue is less than $200,000 and expenses are a maximum of 30 catagories. Includes 1 state return.

 

$425 Flat Fee

Intermediate Business Entity Tax Filing

(S-corp/Partnership)**

These tax filings consist of Form 1065 and/or Form 1120S for your partnership or S-Corporation (or an amended version). These entities are “flow-through” tax entities. This means that all income and expenses flow through to the individual partners’ or shareholders’ income tax returns. This plan assumes that the business can provide at least an income statement* (and hopefully a balance sheet*) for tax prep purposes. Revenue is less than $1 million and expenses are a maximum of 75 catagories. Includes up to 3 states.

 

$750 Flat Fee

Premium Business Entity Tax Filing

(S-corp/Partnership)**

These tax filings consist of Form 1065 and/or Form 1120S for your partnership or S-Corporation . These entities are “flow-through” tax entities. This means that all income and expenses flow through to the individual partners’ or shareholders’ income tax returns. This plan assumes that the business can NOT provide an income statement* (or a balance sheet*) and that one will be created by us from other source documents provided. Revenue is less than $1 million and expenses are a maximum of 75 catagories. Includes up to 3 states.

 

Based on Consultation

Estimated Tax Payments

Reminders and calculations

Form 1040-ES – This service is used to produce estimated quarterly tax payments for business owners, rental property owners, and individuals and businesses that receive K-1s. Quarterly estimates are due every quarter for income with no related tax withholding. With this service you will receive quarterly reminders a couple of weeks before any estimated payment is due. This will prompt you to upload any requred source documents so we can correctly estimate the amount you should pay to avoid penalties.

 

 

$375 Flat Annual Fee

Trust/Estate Income Tax Filing

 

Form 1041 – Allied Tax & Accounting is a trust and estate income tax specialist. We frequently advise trustees and executors on income tax planning for estates, grantor trusts, complex trusts, split-interest trusts, and other trust vehicles.

 

*This is a return that is required when a trust/estate earns income in its own name and is being taxed as its own entity. This can often happen with irrevocable trusts and some estates that earn income before being able to distribute the assets out to benficiaries. 

 

$750 Flat Fee

Tax Notice Service

 

This tax service consists of reviewing and responding to Federal and state tax notices. Many clients receive erroneous tax notices claiming exorbitant amounts due. Let us respond to this notice for you to help reduce or eliminate the tax owed.

 

Amount paid here will be applied to any Audit representation service that is provided that stems from responding to this initial notice/subject matter. 

 

 

 

$325 Flat Fee

Complex Tax Filing

 

Federal and state income tax filings with more than three sole proprietorships, more than three rental properties or K-1s, and/or three or more state tax filings. This is for returns that cannot fit neatly into one of the other catagories above. A consultation meeting will be required to review your personal tax sittuation and dermine the preparation fee.

 

Amount paid for a tax advisory/consultation virtual meeting will be applied towards the cost of the future tax return preparation that stems from this inital meeting/subject matter.

 

 

Based on Consultation

Estate / Gift Tax Filing

 

Not to be confused with an estate income tax return. Some estates are required to file a tax return that reports the fair market value for all assets held by the individual at date of death.

 

Some gifts also require a return to be filed to document the value of the asset given before death. A gift tax return is filed in any year a taxpayer makes gifts in excess of the annual exclusion amount. The annual exclusion amount changes every year. If you have made significant gifts to family members, friends, or trusts, let us help you with this required tax filing.

 

 

Based on Consultation

Tax Advisory/Consultation Virtual Meeting

 

If you have general tax questions, questions about filing requirements, or any other advisory needs, we are happy to set up a phone call. Each phone call is set for an interval of 50 minutes and we can discuss whatever you like during that time.

 

Amount paid for a tax advisory/consultation virtual meeting will be applied towards the cost of the future tax return preparation that stems from this inital meeting/subject matter.

 

 

 

 

$175 Per 50 Mins