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Tax Service Fee Schedule
Effective Date: December 2024

This fee schedule outlines the charges for tax preparation and related services. Prices may vary depending on the complexity of the tax return, additional services, or changes in tax law. All fees are payable upon completion of services.

Individual & Family Tax Services

Federal and State Tax Return Preparation

Single or Married Filing Jointly (Form 1040):
Base Fee: $250

Additional State Filing: $75 per state

Head of Household: $275

Married Filing Separately: $275

Additional Forms & Schedules

Schedule A (Itemized Deductions): $100

Schedule B (Interest and Dividend Income): $50

Schedule C (Self-Employment Income): $150

Schedule D (Capital Gains and Losses): $100

Schedule E (Rental Property, Partnerships): $150

Schedule F (Farm Income): $200

Form 8862 (Claiming Refundable Credits): $75

Form 8889 (Health Savings Account): $75

Additional Filings & Services

Amended Tax Return (Form 1040X): $200

Tax Extension (Form 4868): $75

Foreign Income (Form 2555): $300

Penalty Abatement Assistance: $150

Business Tax Services

Corporate Tax Returns

C-Corporation (Form 1120): $500

S-Corporation (Form 1120S): $450

Partnership Return (Form 1065): $400

Business Forms & Schedules

Schedule K-1 (Shareholders, Partners): $75 per Schedule

Form 1125-A (Cost of Goods Sold): $100

Form 1125-E (Compensation of Officers): $100

Additional Business Services

Quarterly Estimated Tax Payments Assistance: $150 per quarter

Sales Tax Filing (per state): $100

Tax Consultation (Hourly): $200 per hour

Additional Tax Services

Tax Consultation & Planning

Initial Consultation (Up to 30 minutes): $50

Hourly Tax Consultation: $200 per hour

Tax Planning Session: $250 per session

Audit Defense & Identity Theft Restoration

1040 return: $60

1065, 1120, or 1120s return: $125

Payment Terms

Retainer: A retainer of $150 is required for all new clients who are filing any prior tax year returns or electing not to e-file their return at the time of engagement. New clients who are e-filing current tax year returns and are getting a refund, may elect to have preparation fees automatically paid with refund.

Payment Due Date: Full payment is due upon completion and submission of tax returns or services rendered.

Late Payment Fee: A 10% late fee will be charged if payment is not received within 30 days after service completion.

Refund Policy: No refunds will be provided once the tax return is filed.

Notes

Fees are for standard tax situations. More complex filings may incur additional charges based on time and complexity.

Prices for amended returns, extensions, and additional consultations will vary depending on the situation.

All clients will be informed of any additional charges before proceeding with any services beyond the base preparation.

Thank you for trusting AIIZ Financial with your tax preparation needs!