Fee Schedule

Individual Tax Returns
Form 1040 – U.S. Individual Tax Return (without any forms and schedules) $300
Form 1040NR – U.S. Individual Nonresident Income Tax Return (without any forms and schedules) $350
Form 1040X – Amended Tax Return (Originally Prepared by Taxlana, Inc.) plus additional forms and schedules $200
Schedule A – Itemized Deductions $100
Schedule B – Interest and Ordinary Dividends (per item) $10
Schedule C – Profit or Loss from Business $150
Schedule D – Capital Gains and Losses (see form 8949) $0
Schedule E – Supplemental Income (per item) $80
Schedule E – Supplemental Income page 2 $50
Schedule F – Profit or Loss from Farming (per item) $100
Schedule EIC – Earned Income Credit $100
Form 1116 – Foreign Tax Credit $50
Form 2441 – Child and Dependent Care $20
Form 2106 – Employee Business Expense $50
Form 3800 – General Business Credit $100
Form 8283 – Non-Cash Contributions $20
Form 4684 – Casualties and Thefts $25
Form 3903 – Moving Expenses $20
Form 1095-A/Form 8962 Health Insurance Marketplace Statement $25
Form 4797 – Sales of Business Property (per item) $50
Form 2555 – Foreign Earned Income Exclusion $100
Form 4562 – Depreciation & Amortization (per item) $5
Form 8829 – Expenses for Business Use of Your Home $30
Form 5695 – Residential Energy Credits $35
Form 5471 – U.S. Person with Certain Foreign Corps $200
Form 6251 – Alternative Minimum Tax $50
Form 8917 – Tuition and Fees Deduction $25
Form 8863 – Education Credits $25
Form 8867 – Paid Preparer’s Due Diligence Checklist $50
Form 8606 – Nondeductible IRAs (per form) $20
Form 8936 – Qualified Plug-In Electric Motor Vehicle Credit $35
Form 8824 – Like-Kind Exchanges $150
Form 8834 – Qualified Electric Vehicle Credit $35
Form 8949 – Sale and Other Disposition of Capital Assets (per item) $25
Form 9465 – Installment Agreement Request $100
Form 8379 – Injured Spouse Allocation $100
Form 8396 – Mortgage Interest Credit $50
Form 8839 – Qualified Adoption Expenses $50
Form 8889 – Health Savings Accounts (per form) $10
Form 8919 – Uncollected SS and Medicare Tax on Wages $100
Form 8911 – Alternative Fuel Vehicle Refueling Property Credit $10
Form 8814 – Parent’s Election to Report Child’s Interest and Dividends $50
Form 8958 – MFS Community Property Allocation $100
Form 8801 – Credit for Prior Year Minimum Tax $30
Form 8938 – Specified Foreign Financial Assets $50
Form 6781 – Gains and Losses from Contracts and Straddles $25
Form 4835 – Farm Rental Income and Expenses (per item) $80
Form 4852 – Substitute for W-2 or 1099-R $50
Form 114 – Report of Foreign Bank and Financial Accounts (per item) $50
Form 3115 – Application for Change in Accounting Method $300
Form W-7 – Application for ITIN $50
Business Tax Returns
Form 568 – California Limited Liability Co. (as part of an Individal Tax Return) $100
Form 1120 – U.S. Corporation Income Tax Return (Gross Revenues < $250,000) $750
Form 1120 – U.S. Corporation Income Tax Return (Gross Revenues > $250,000) $800
Form 1120S – U.S. S Corporation Income Tax Return (Gross Revenues < $250,000) $750
Form 1120S – U.S. S Corporation Income Tax Return (Gross Revenues > $250,000) $800
Form 1065 – U.S. Partnership Return of Income (Gross Revenues < $250,000) $750
Form 1065 – U.S. Partnership Return of Income (Gross Revenues > $250,000) $800
Schedule K-1 – Only For U.S. Partnership Return of Income (per schedule) $50
Form 8825 – Rental Real Estate Income and Expenses (per property) $100
Schedule B – Interest and Ordinary Dividends (per item) $5
Schedule D – Capital Gains and Losses (see form 8949) $0
Schedule E – Supplemental Income (per item) $80
Schedule F – Profit or Loss from Farming (per item) $80
Form 1125-A – Cost of Goods Sold $15
Form 8941 – Small Employer Health Insurance Credit $50
Form 8949 – Sale and Other Disposition of Capital Assets (per item) $25
Form 3800 – General Business Credit $100
Form 966 – Corporate Dissolution or Liquidation $30
Form 4797 – Sales of Business Property (per item) $50
Form 8824 – Like-Kind Exchanges $150
Form 2553 – S corporation election $100-$200
Form 8832 – Entity Classification Election $100
Trust/Estate Tax Returns
Form 1041 – U.S. Fiduciary Income Tax Return $700
Form 706 – U.S. Estate Tax Return $700
Schedule B – Interest and Ordinary Dividends (per item) $5
Schedule C – Profit or Loss from Business $150
Schedule D – Capital Gains and Losses (see form 8949) $0
Schedule E – Supplemental Income (per item) $75
Form 4797 – Sales of Business Property (per item) $50
Form 8949 – Sale and Other Disposition of Capital Assets (per item) $25
Form 8824 – Like-Kind Exchanges $150
Other Services
Consultation (hourly rate) $300
LLC Formation in California $600
(includes initial state filings fees, EIN, and S corporation election if necessary)
Corporation Formation in California $700
(includes initial state filings fees, EIN, and S corporation election if necessary)