| Prices per Form for US Tax Preparation, US Dollars | |||
| Note: Higher ranges of prices generally apply to complex returns or schedules for: | |||
| - Forms requiring calculations or where data provided by taxpayer is unclear or incomplete. | |||
| - Generally for website or online clients, because of greater time in correspondence. | |||
| - More copying of faxed forms and additional phone calls. | |||
| However, website/online clients may possibly save on Mexican sales tax (IVA, 15%), | |||
| which is charged to local clients. | |||
| Individual Tax Returns | |||
| Form 1040, Individual Income Tax Return | $95 to $125 | ||
| State Tax Returns | $20 to $45 | ||
| State Part-Year or Non-Resident income allocations | $15 | ||
| Electronic Filing (Federal) | $15 | ||
| Electronic Filing (State, if available) | $5 | ||
| Form 1040X, Amended Tax Return | $50 to $95 | ||
| Form 1040ES, Estimated Tax Payments | $10 | ||
| Form 1040 NR, Non-Resident Income Tax Return | $75 to $150 | ||
| Schedule A, Itemized Deductions | $15 | ||
| Schedule B, Interest and Dividends (depending on entries) | $ 5 to $20 | ||
| Schedule C, Profit or Loss from Business | $50 to $75 | ||
| Schedule D, Capital Gains and Losses | $20 to $40 | ||
| Stock Sales Over 10 - per sale | $2 ea | ||
| Calculation of Basis for Stock Sales - each | $5 to $25 | ||
| Calculation of prior year loss carryforwards, if needed | $25 | ||
| Schedule E, Page 1 - Income From Rental - per Property | $25 to $40 | ||
| Schedule E, Page 2 - Income from Partnership - per K1 | $15 | ||
| Schedule R, Credit for Elderly or Disabled | $5 | ||
| Schedule SE, Self-Employment Tax | $10 | ||
| Form 1116, Foreign Tax Credit, dividends, mutual funds, etc. | $5 | ||
| Form 1116, calculations for credit over FEIC limits (re Form 2555) | $75 | ||
| Form 2210, Underpayment of Estimated Tax, simple | $5 | ||
| Form 2210, Annualized Income Installment Method | $15 | ||
| Form 2555, Foreign Earned Income Exclusion - per person/location | $50 to $95 | ||
| Form 2555, FEIC, housing allocations and/or qualifying days calculations | $40 | ||
| Form 4562, Depreciation - Previous Established (form) | $30 | ||
| Form 4562, New Items, Initial Set-up & Basis Determination - each | $10 to $15 | ||
| Form 4797, Sale of Rental or Business Property | $100 to $200 | ||
| Form 4868, Extension for Time to File a Tax Return | $5 | ||
| Form 5329, Taxes on Qualified Plans or Exception to Penalty | $10 | ||
| Form 6251, Alternative Minimum Tax | $25 to $50 | ||
| Form 6252, Installment Sale Income - previously established | $10 | ||
| Installment Sale - Initial set-up | $60 | ||
| Form 6781, Gains or Losses from Sec. 1256 Contracts/Straddles | $150 | ||
| Form 8283, Noncash Charitable Contributions Over $500 | $10 | ||
| Form 8582, Passive Activity Loss Limitations | $15 to $40 | ||
| Form 8824, Like-Kind Exchanges | $250 to $350 | ||
| Form 8853, Health Savings Account | $5 to $10 | ||
| Form 8863, Education Credits | $10 | ||
| Form 8910, Alternative Motor Vehicle Credit | $10 | ||
| Form 9465, Installment Agreement Request | $15 | ||
| Surcharge for Prior Year Returns | $10 to $25 | ||
| Redo of return if client has provided incomplete/erroneous information | $15 | ||
| W-7, Request for ITIN Number | $200 | ||
| Telephone or Personal consultations | $50/hour | ||
| IRS letters or phone calls | $50 to $75 | ||
| Offer in Compromise for delinquent taxes | $200 | ||
| Trust, Corporate, LLC/Partnership Returns | |||
| (Forms 1041, 1065, 1120S) - Ask for Quotes. Est. $300 and up | TBD | ||
| Plus required state returns - per quote - depends on state | |||
| Research of tax issues - TBD | |||
| Mailing costs, overnight delivery, long-distance phone, excess copying | As Incurred | ||
| IVA (Mexican sales tax) may be required in some cases | 15% | ||
| PayPal charges | 4% | ||
| Returns prepared in the Guadalajara/Ajijic/Lake Chapala area will be calculated in dollars, and | |||
| then converted to pesos at the going rate, and payment received in pesos. | |||
| Payment for returns initiated over the internet will be charged in US dollars, and paid through | |||
| PayPal. $100 deposit required to begin work, and credited to final invoice | |||
| All returns must be completely paid for before electronic filing is initiated, or before the paper copies | |||
| and personal items are returned. | |||
| Paper copies of all returns will be provided to clients, whether electronically filed or not. Those | |||
| not wishing to file electronically will also receive sufficient copies ready for mailing to US | |||
| authorities, with instructions where to file. A PDF file will be sent to all internet-initiated returns. | |||
| Not all states accept electronic filing from paid providers without separate registration by the | |||
| provider for that state. Therefore, it may not be possible to efile in all states. | |||
| In these cases, a paper state return will be provided. | |||
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