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 2018
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:
We want to say thanks!
Whenever you refer a friend and they get their taxes prepared here (new clients only), we'll give you a $25 gift card. We appreciate your business and your referrals.
We say thanks to our first responders and military with an additional 15% off tax prep services. (Discount applies to new and existing clients).
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