Tax Prep Fee Schedule 2026
Personal Return Forms
Personal Return: Form 1040 required
Form 1040
(includes one state) - Base Fee
$450
Schedule A
$40
Schedule B
(Dividends and Interest)
$5 per item (after
first five)
first five)
Education Credits
(Form 8863)
$40 each
Child Care Credit
(Form 2441)
$70 per provider
Premium Tax Credit
(Form 8962)
$70
Energy Credits
(Form 5695)
$130
Stock Sales
(Non Covered Lots)
$5/each
Schedule C & F
**Depends on complexity and how organized your documents are. Additional charges will be incurred in you do not have Financial Statements formatted in accordance to GAAP.
Business or Farm Income
(Schedule C)**
$175 1st
Self Employment Tax Sch SE
$25
Depreciation Schedule
$10 per item
Home Office
(Form 8829)
$40
Schedule D Transactions
Schedule D
(per form)
$40
Form 8949
(each)
$5 per item
Form 8453 Special Attachment
$50
Qualified Small Business Stock
$150
Sale of Residence
$150
Schedule 4797 transactions/recap
$150
Installment Sale
(Form 6252)
$50
1031 Tax Deferred Exchange
(Form 8824)
$450
Foreclosure, Short Sale, COD Income & Repos
(Form 982)
$200
Other Schedules & Forms
***A discounted rate applies to clients with more than five rentals.
**** If your mortgage loan balance exceeds $750,000, the IRS requires that you complete this worksheet since your mortgage interest deduction will be limited. You will need to provide your monthly mortgage statements for the entire year as we will need these to compute and complete this worksheet.
**** If your mortgage loan balance exceeds $750,000, the IRS requires that you complete this worksheet since your mortgage interest deduction will be limited. You will need to provide your monthly mortgage statements for the entire year as we will need these to compute and complete this worksheet.
Rental Property
(Schedule E)***
$175 per property
Partnerships, S Corp, Trust K-1
$50
Rollover/Conversions
(Form 8606)
$50
Foreign Income
(Form 2555)
$300
Foreign Assets
$75 per item
FBAR Filing
$75 per account
Non-Cash Contributions
(Form 8283)
$100
Household Employees
(Schedule H)
$250
Health Savings Account
$25
Casualty Loss
(Form 4684)
$100
Mortgage Worksheet****
$250
Tax Credits
(Most Commonly Used)
Child Tax Credit
(Form 8812)
$75
Energy Efficient Home Credit
(Form 8908)
$25
Recapture of Investment Tax Credit
(Form 4255)
$100
Earned Income Credit (EIC)
$450
Tax Paid to Another State (Credit)
$100
Retirement Savings Credit
(Form 8880)
$25
Other Items
**Depends on complexity and how organized your documents are. Additional charges will be incurred in you do not have Financial Statements formatted in accordance to GAAP.
Amended Prior Year Tax Return
(If we prepped return)
$150
Printed Copy of Tax Return
$35
Postage & Handling
USA
$20
Form G45/G49 Filing
$195 each
Form 1099 or W-2 Prep
$45
Trust/Corporate/Partnership Return
(Inc/Assets<$250K)**
$1500++
Trust/Corporate/Partnership Return
(Inc/Assets>$250K)**
$2,500 (included
Form 2848)
Form 2848)
*We charge additionally for a few other schedules and forms not listed here and we charge hourly for those who need extra time and attention.
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