Gerald W. Rigby, CPA, PC
Office: 228-467-5744
Fee Schedule
At Gerald W. Rigby, CPA, PC, we're upfront with our fees. We offer superior service at affordable rates without any surprises. Take a look below and feel free to contact us for a free quote specific to your situation.
Individual Tax Prep
Below please find a list of our new client fees per schedule and/or form. All tax returns include online filing of federal and one state return with one-on-one consultation at no additional cost.
Base Form: | Fee |
|---|---|
Form 1040 - For single | $200 |
Form 1040 - For married, filing jointly | $250 |
Form 1040 - For high school student/dependent | Free |
Form 1040 - For college student | $75 |
Form 1040 - For young adult, single, no dependents | $125 |
Income Forms: | Fee |
|---|---|
W-2 - Income from employer | $10/W-2 after two |
Schedule B - Interest & dividend income | $5-10 per item |
Schedule C - Self employment income | $75-150 |
Schedule D - Gains & losses | $50-100 |
Schedule E - Rental income | $75 per property |
Form K-1 - Partnership income | $35 |
Form K-1 - S-corp income | $35 |
Form 1099-G - Unemployment compensation | $15 |
Form 1099-MISC - Other income, etc. | $10 per item |
Form 1099-R - IRA, federal & state retirement | $10 |
Form 1099-SSA - Social security | $10 per item |
Form W-2G - Gambling winnings | $10 per form |
Deductions - AGI: | Fee |
|---|---|
Adjustment to Gross Income (AGI) | |
Educator expenses - Thank you to our teachers! | Free |
Student loan interest | $10 |
HSA (health savings account) | $25 |
IRA deductions | $15 |
Self-employed health insurance | $15 |
Charitable donations (non-itemized) | Free |
Form 4684 - Casualty losses (storm damage) | $65 |
QBI - Qualified business income deduction | $25 |
Itemized Forms: | Fee |
|---|---|
Schedule A (Itemized deductions) - Federal & state | $85 |
Schedule A (Itemized deductions) - State only | $50 |
Credit Forms: | Fee |
|---|---|
Child tax credit | $10 per child |
Child and dependent care credit | $25 |
Earned income credit | $25 - 45 |
Education credit | $15 - 25 |
Residential energy credit | $25 |
Savers credit | $15 |
State Filings: | Fee |
|---|---|
State filing - one state | included |
State filing - additional states | $40 per state |
With all of these forms, what applies to me?
Example 1:
Married couple is filing jointly (Form 1040) $250
One is self-employed (Schedule C) $75
With self-employed health insurance $10
Two children (child tax credit) $20
One child in daycare (childcare credit) $15
Their entire return would cost: $370
Example 2:
Filing single (Form 1040) $225
With one rental property (Schedule E) $50
Some gambling winnings (W-2G) $15
QBI - qualified business income deduction $25
Casualty losses from storm damage (4684) $45
Her entire return would cost: $360
Business Tax Prep
We welcome new business owners that are interested in having their taxes prepared with us.
Below please find a list of our fees per schedule and/or form. All tax returns include one-on-one consultation at no additional cost. However, the tax prep fees do not include QuickBooks review and adjustment to financial statements prior to completing the business return. This review service is available at $115/hour and most new business clients require one to fours hours of review and adjustment depending on the accuracy and completeness of your QuickBooks.
Give us a call to schedule a time to go over your business tax prep needs.
Business Tax Prep | Fee |
|---|---|
1065 — LLC Partnership | $575 |
1120-S — S Corp | $675 |
1120 — C Corp | $775 |
Form 4562 - Business asset deprication | $25/new depreciable asset |
Business Accounting Services
Coaching, consulting, and advisory services are available on a monthly, quarterly or one-time basis. See what we all offer in our services page.
Monthly Services
We provide bookkeeping and accounting services on a monthly basis. Bookkeeping fees are based upon transaction volume.
Accounting fees are based upon hourly rates: $85-95/hour
Entity Formation
Entity formation fee $275, includes:
-
Consultation
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Certification of formation, (client pays secretary of state directly $50), EIN application, operating agreement.
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Includes LLC corporate kit with all necessary documents
Consulting
QuickBooks setup & training: $85/hour
Tax coaching & questions: $115/hour
Small business consulting: $115/hour