Our Rates

         
 

2021 RATES

 
   

Items

Form #

Federal

State

 

Individual Tax Return

 

1040/540

$350

$75

Each

 

Wage and Tax Statement

W-2

$50

 

 

Miscellaneous Income

1099/1098

$25

 

Each

 

Itemized Deductions

Schedule A

$100

 

Min

 

Interest & Ordinary Dividends

Schedule B

$50

 

Varies

 

Profit or Loss from Business

Schedule C

$150

 

Each

 

Capital Gains and Losses*

Capital Gains and Losses

Schedule D

$100*

 

Varies

 

*Waived if investments are housed under NC Financial Group

 

Rental Property

Schedule E

$225

 

Each

 

Sale of Home/Rental Properties

Various

$350

 

Each

 

K-1 (S Corps, Trusts)

Various

$100

$35

Each

 

Tuition and Fees Deduction

Form 8917

$75

 

Each

 

Home Office Deduction

Form 8829

$50

 

Each

 

Car and Truck Expenses

Auto Worksheet

$75

 

Each

 

1099 - Investments*

1099 - Investments*

Various

$100*

 

Each

 

*Waived if investments are housed under NC Financial Group

 

Health Savings Accounts (HSA)

Form 8889

$50

 

Each

 

Expenses Earned Income Credit

Form EIC

$50

 

Each

 

Child and Dependent Care

Form 2441

$50

 

Each

 

Health Care Ins. Premium Tax Credit

Form 8962

 

$25

Each

 

Health Coverage Exemptions

Form 8965

 

$50

Each

 

Net Operating Loss (NOL)

Form 1045

$400

 

Min

Business Entities Returns

 

Various

$800-$2,000+

 

Varies

Trust Returns

 

Form 1041

$800-$2,000+

 

Varies

Non-Profit Returns

 

Various

$800-$2,000+

 

Varies

Amending Prior Years

 

1040-X

$550

 

Each

Extension filing - Personal

 

 

$100

 

Min

Extension filing - Business

 

 

$100

 

Min

 

 

 

 

 

 

Other

1099/1096 Filing

 

$15

 Each

Tax Planning/Consulting

 

$250

 per hour

Audit Representation

 

$550

 per hour

Forecasting (Mock Tax Returns)

 

$250

 Min

Business Registration

 

$1,600

 Flat