Fee Schedule
At Gerald W. Rigby, CPA, PC, we're glad to be 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 for Tax Year 2019
Below please find a list of our fees per schedule and/or form. All tax returns include on-line filing of federal and one state return with one-on-one consultation at no additional cost.
Income:
Base filing fee for Form 1040
$50 - $150
Schedule B (Interest income)
$5 per item
Schedule C (Self employment income)
$75-125*
Schedule D (Gains & losses)
$25-75*
Schedule E (Rental income)
$50+*
Form K-1 (Partnership income)
$15
Form K-1 (S-corp income)
$15
Form 1099-G (Unemployment compensation)
$10
Form 1099-MISC (Other income, BP claim, 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)
$15-25
*Schedules B, C, D, and E may have higher fees depending on volume or number of transactions.
**Above rates do not include fees (approximately $15) for additional forms that may be required per the Affordable Care Act.
Deductions:
Adjustment to Gross Income (AGI)
Educator expenses
$10
Student loan interest
$10
HSA (health savings account)
$15
IRA deductions
$15
Form 3903 (moving expenses)
$15
Self-employed health insurance
$10
Itemized Deductions:
Schedule A (Itemized deductions)
$75
Form 2106 (Employment expenses)
$25
*No additional fee for standard deduction.
Credits:
SBA EIDL & PPP Loans
Overwhelmed with applying for Economic Injury Disaster Loan or the Paycheck Protection Program? Call our office to schedule an appointment 228-467-5744.
EIDL - $125 for application preparation, submittal, and consult.
PPP - $250 for initial application preparation, submittal, and consult.
PPP will require an additional appointment and fee to apply for loan forgiveness.
With all of these forms, which applies to me?
For example:
Married couple is filing jointly (Form 1040) $150
One is self-employed (Schedule C) $100
With self-employed health insurance $10 Two children (child tax credit) $10
One child in daycare (childcare credit) $25
Their entire return would cost: $295
Another example:
Married couple is filing jointly (Form 1040) $150
Investment income from 5 sources (Schd. B) $25
Sale of two stocks (Schedule D) $50 Two rental properties (Schedule E) $75
With retirement income (form 1099-R) $15
Social Security benefits for 2 (Form 1099-SSA) $25
Their entire return would cost: $340
Child tax credit
$10
Child and dependent care credit
$15
Earned income credit
$25
Education credit
$15
Residential Energy Credit
$10
State Filings:
One state
included with fee
Additional state filing
$25/ each additional state
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:
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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: $75/hour
Tax coaching & questions: $95/hour
Small business consulting: $115/hour