| Priority Tax & Finance |
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| Minimum Fees Schedule (12/2023) |
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| Individuals (Federal & 1 State) |
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Schedule D Capital Gains/Losses |
$10.00 |
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| Standard Deduction |
$175.00 |
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Each Stock Transaction ($ each) |
$2.00 |
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| Standard Deduction with EITC) |
$200.00 |
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Carry Over Losses to Next Year |
$10.00 |
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| Itemized Deductions (Sch A) |
$300.00 |
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Form 6252 – Installment Sales |
$50.00 |
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| Standard Deduction but State Itemized |
$240.00 |
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Schedule E Rental |
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| CA 540 NR Nonresident |
$50.00 |
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Initial Schedule E – One Rental |
$60.00 |
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Each additional rental |
$40.00 |
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| Additional States |
$50.00 |
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Form 8582/3885-Passive Worksheet |
$25.00 |
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| 1040X & 540X Amended |
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Form 4797 Supplemental Gains |
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| Federal only |
$50.00 |
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Rental Sales |
$75.00 |
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| State only |
$50.00 |
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Business Casualty |
$25.00 |
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| Income & Withholdings Statements |
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Schedule F Farm Income |
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| W-2s up to 3 |
N/C |
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Farm Income & Expense |
$75.00 |
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| More than 3 ($ each) |
$2.00 |
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Form 4835 Farm Rental |
$75.00 |
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| 1099 up to 3 |
N/C |
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Schedule J Income Avg |
$75.00 |
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| More than 3 ($ each) |
$2.00 |
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| K-1s ($ each) |
$20.00 |
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Trusts/Estates (Start at) |
$450.00 |
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K-1s ($ each) |
$25.00 |
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| Supplemental Income/Deductions |
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| Schedule B Interest/Dividends |
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S-Corporations/LLC/Partnership (Start at) |
$675.00 |
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| 1099s up to 4 |
N/C |
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K-1s ($ each) |
$25.00 |
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| More than 4 ($ each) |
$3.00 |
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C-Corporations (Start at) |
$1,200.00 |
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| Schedule C Business |
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| Self Employed |
$85.00 |
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Bookkeeping per Hour |
$40.00 |
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| Form 8829 Business Use of Home |
$10.00 |
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Tax Consultation per Hour (First always free) |
$100.00 |
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| Form 8594 Asset Acquisition |
$50.00 |
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| Form 4562 Depreciation (up to 3 items) |
$25.00 |
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Other Forms, Schedules, Fees |
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| Form 4562 Depreciation (Items over 3 – $ each) |
$5.00 |
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Form 2441 Child Care Credit |
$20.00 |
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| Form 568 LLC CA State Return |
$100.00 |
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Form 709 Gift Tax Returns |
$400.00 |
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Form 8824 1031 Exchange |
$100.00 |
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| Form 2106 Employee Business Expense |
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Schedule SE Self Employment ($ each) |
$5.00 |
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| Up to 5 entries |
$20.00 |
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All other forms, schedules, & fees |
As quoted |
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| Items over 5 ($ each) |
$3.00 |
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Payroll |
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| Bookkeeing |
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S-Corp Payroll (1-2 owners only) |
$75.00 |
Q |
| Monthly (QucikBooks Desktop – Max 3 financial accounts) |
$75.00 |
Mo |
S-Corp Year-End Closeout |
$25.00 |
A |
| Monthly (QucikBooks Online-Pay Own QBO – Max 3 accounts) |
$75.00 |
Mo |
Standard Payroll with Employees (Up to 5 Employees) |
$75.00 |
Mo |
| Monthly (QucikBooks Online-We Host – Max 3 accounts) |
$120.00 |
Mo |
Each additional Employee |
$5.00 |
Mo |
| Monthly (QBO & Desktop – More than 3 Financial Accounts) |
As quoted |
A |
Standard Payroll Year-End Closeout |
$75.00 |
A |
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Payroll Year-End Closeout (More than 15 Employees) |
$125.00 |
A |
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| Express Business Package (This includes) |
$250.00 |
Mo |
Priority Business Package (This includes) |
$210.00 |
Mo |
| S-Corp Tax Return |
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S-Corp Tax Retrun |
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| Unlimited QBO Bookkeeping – (We host) |
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Unlimited Desktop Bookkeepng |
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| Unlimited Payroll (ADP) |
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Unlimited Payroll (ADP) |
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| Unlimited Corespondence |
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Unlimited Corespondence |
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| Year-End Closeout |
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Year-End Closeout |
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| First Class Business Package (This includes) |
$170.00 |
Mo |
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| S-Corp Tax Retrun |
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| Unlimited Bookkeepng |
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| S-Corp Owner Only Payroll |
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| Unlimited Corespondence |
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| Year-End Closeout |
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| Payment Frequency Key |
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| (Mo – Monthly, Q – Quarterly, A – Annual) |
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