2023/2024 Minimum Fee Schedule

Service	Starting at
Form 1040 (Federal + 1 State)	$325
Additional State Return	$150 per state
Form 1040NR (Non-Resident Return)	$350
Amended Return (if original prepared by us)	$225
Schedule A – Itemized Deductions	$100
Schedule B – Interest & Dividends	$50
Schedule C – Business Income (Varies by gross sales)	$175
Schedule D – Capital Gains & Losses	Included
Schedule E – Rental Property (Per Property)	$125
Schedule E – K1 Income (Per K1)	$75
Form 2441 – Child & Dependent Care	$50
Form 8283 – Non-Cash Contributions	$75
Form 4797 – Sale of Business Property (Per Item)	$75
Form 8829 – Business Use of Home	$75
Form 5695 – Residential Energy Credit	$50
Form 8824 – Like-Kind Exchanges	$200
Form 8949 – Sale of Capital Assets (Per Item)	$25

Entity Return Type	Starting at
Form 568 – CA LLC (as part of Individual Return)	$150
Form 1041 – Fiduciary Income Tax Return	$725
Form 1120 – Corporation (< $500K Gross Revenue)	$725
Form 1120 – Corporation ($500K–$1M Gross Revenue)	$1,050
Form 1120 – Corporation ($1.1M–$1.5M Gross Revenue)	$1,650
Form 1120 – Corporation ($1.6M–$2.0M Gross Revenue)	$2,250
Form 1120 – Corporation (> $2.0M Gross Revenue)	$2,650
Form 1065 – Partnership (< $500K Gross Revenue)	$725
Form 1065 – Partnership ($500K–$1M Gross Revenue)	$1,050
Form 1065 – Partnership ($1.1M–$1.5M Gross Revenue)	$1,650
Form 1065 – Partnership ($1.6M–$2.0M Gross Revenue)	$2,250
Form 2553 – S Corporation Election	$150
Form 8832 – Entity Classification Election	$150

Service Type	Rate
Tax/Business Consultation	$400/hr
CFO Services	$165/hr