|
Tax Services
Fee Schedule
| Tax
Filing Fee Schedule* |
| Basic Fee - Federal
and State for forms
1040 EZ |
$34.99 |
| Federal and State
Return - 1040A* |
$65.00* |
| Federal and State
Return - 1040(long
form/itemized)* |
$99.00* |
| E-filing (electronically
submitting your return
to the IRS) |
Included |
| E-filing (electronically
submitting your
return to the State) |
Included |
| * The
above fees are for
standard filings;
tax returns that require
extensive research
and organization may
be subject to additional
fees. |
Each Additional
Form: |
| Schedule A |
Included |
| Schedule B |
$9.00 |
| Schedule C |
$55.00 |
| Schedule D |
$15.00 |
| Schedule EIC |
Included |
Form 2106
Form 2441
Form 3903
Form 4137
Form 4952
Form 8606
Form 8812
Form 8862
Form 8863
Any other form not
listed above |
$7.00 each |
| Additional W-2s
(S/hh 1 allowed -
MFJ 2 allowed) |
$2.00 |
Delivery of Your
Tax Copies: |
| By US First Class
Mail |
FREE |
| By Fax (to US Fax
Numbers of record,
if any given) |
$5.00 |
| By Certified US
First Class Mail with
Return Receipt - US
and APO/FPO destinations |
$9.50 |
| By Certified US
First Class Mail with
Return Receipt - International
destinations |
$15.50 |
| By Overnight/1-day/2-day
service - US destinations |
$15.50 |
| Tax
Consulting |
| Half an hour session
|
$30.00 |
| Hour Session |
$50.00 |
| Copy
of Tax Return |
| Faxed |
$15.00 |
| Mailed |
$17.00 |
Q: Would it be better
to make an appointment or
fax the information?
If your tax return is not
very complicated, it may
be easier to fax it. If
you have a fax machine available,
we can fax the information
sheet to you, which explains
what you will need to fax
back to us to complete your
return.
Q: How
do you fax your return?
If you have access to a
fax machine, we can fax
the information sheet to
you, explaining what you
will need to fax. Once we
receive the information
from you, a representative
will contact you to let
you know when your return
will be completed and when
you can pick it up at our
Riverside branch or we can
mail your completed return
to you.
Q: What
do I need to bring to my
appointment?
We can mail, fax or email
the tax checklist to you,
which explains everything
you will need to bring to
your appointment.
Q: I
did not get my tax checklist
and do not know what to
bring.
Some of the basic things
you will need are:
- W-2s
- Any 1099s
- Child care receipts
- Donation receipts
- Mortgage interest and
taxes
Q: What
is a W-2?
A W-2 is a form you receive
from your employer showing
the pay you received for
your services. It also includes
any miscellaneous employee
compensation for commissions,
allowances, reimbursements,
and fringe benefits.
Q: What
is a W-4?
A W-4 is an employee's withholding
allowance certificate. At
the time of hire, an employee
is entitled to specify what
withholding allowances should
be taken from their income
depending upon their filing
status and the number of
dependents. Allowances for
itemized deductions are
also permitted.
Q: What
is a 1099?
In order to comply with
the IRS tax requirements,
any non-employee compensation
must be reported to the
IRS. This could include
income earned on a contract
basis, interest earnings,
rents, capital gains, and
short sales.
Q: What
does AGI mean?
AGI stands for adjusted
gross income. Your adjusted
gross income is your gross
income less allowable IRS
adjustments, such as IRA
contributions, alimony paid,
moving expenses, and Keogh
deductions.
Q: What
is considered an IRA?
IRAs, or Individual Retirement
Accounts, are an excellent
way to save for retirement
for yourself and your beneficiaries.
With a traditional IRA,
you can receive an up-front
deduction of up to $2,000
of annual contributions,
if you qualify. All investment
earnings on your IRA are
tax-deferred that is, tax
is only due when you receive
distributions from the account.
Q: How
much does the tax service
cost?
The cost depends on the
type of return. An EZ form
is $29.95. If you are currently
one of our clients, this
cost can be added to your
SPRINGBOARD® payment in
two monthly installments
of $14.97. Long forms start
at $89.00. If you have a
fax machine or email address,
we can fax or email the
fee schedule to you.
Q: Who
will be doing my return?
Certified and bonded tax
preparers will complete
your return for you. |
