Crystal Guss Consalvi, EA

Main Page
Return Client Tax Checklist || Itemized Deductions || Business Income Exp || Child and Dependent Care Exp & Education Exp & Est Tax Payments || Farm Income Exp || Rent and Royalties || Miscellaneous Questions
Basic Fee Schedule
Basic Letter of Engagement
Internal Revenue Service (IRS) || National Association of Tax Professionals (NATP) || Volunteer Income Tax Assistance (VITA) || ME Credit Report Request
Scratch Ticket || Choosing a Preparer || Late 1099s || Work Pay Cr || Donations Need Receipts
IRS Does NOT Send Unsolicited Emails

Fee Schedule

In general, I charge a fixed price per form and worksheet. Certain items (i.e. interest, dividends, stock sales, depreciation) also have a per item charge. Therefore, your total fee is based on the complexity of your return. Fees assume well-organized, complete, and timely information from the taxpayer. Bookkeeping* fees will be applied if records are incomplete or unorganized. You are responsible for providing complete and accurate information to ensure your taxes are completed in the best way possible. Additional fees related to services not covered by this schedule may apply. Clients will be notified in advance of these fees if applicable.

Personal Returns

1040EZ 35
1040EZ with ME state 40
1040A 45
1040A with ME state 50
1040 standard deduction without preparation of sch. A 75
1040 if sch. A (itemized) is prepared even if not used 125
1040ES Estimated Tax 30
1040X (Amended prior year return) 80
ME state return (with 1040) 35
Other state return (per return with federal) 50

Business & Estate Returns

990 Tax-Exempt 300 and up
1065 Partnership 300 and up + $40 each K-1
1120 Corporate 300 and up
1120S S-Corp 300 and up + $40 each K-1
Estate 300 and up
Gift Tax 200 and up

Schedules (most common)

B Interest or Dividends 20 + $3 each for more than 5 items
C Business Profit/Loss 70
C-EZ Business 40
D Capital Gain/Loss 30
E Rental Property and Royalty Income - 1st 45 + $35 for each additional
SE Self-employment Tax 25

Credits (most common)

EIC Earned Income Credit 25
R Credit for the Elderly 15
1116 Foreign Tax Credit 35
2119 Sale of Residence 70
2441 Child & Dependent Care Credit 25
8598 Home Mortgage Interest Calculation 45
8801 AMT Credit 20
8812 Additional Child Tax Credit 15
8863 Education Credits 35
8880 Retirement Savings Credit 10

Other Forms (most common)

1310 Deceased Taxpayer Refund 35
2106 Employee Business Expenses 45
2210 Underpayment of Tax 20
2555 Foreign Income Exclusion 55
3903 Moving Expenses 40
4137 or 8919 Uncollected Soc. Sec./Medicare Tax on Wages (Tip Income) 15
4562 Depreciation (+$35 if need to establish depreciation basis) 10 + $20 per item
4684 Casualty or Theft Loss 20
4797 Sales of Business Property 70 + $15 each for more than 3
4868  Extension of Time to File 15
4952 Investment Interest Expense 25
5329 Early Withdrawal Penalty 45
6198 At-Risk Limitation 35
6251 Alternative Minimum Tax (AMT) 40
6252 Installment Sale 1st yr (each) 70
6252 Installment Sale subsequent yrs (each) 15
8283 Non-cash Donations to Charity Valued at $500 or More 20
8582 Passive Activities 35
8606 Non-deductible IRAs 20
8615 Kiddie Tax 20
8814 Parent's Election to Report Child's Interest and Dividends 25
8822 Change of Address 5
8824 Like-Kind Exchange 70 + $15 each for more than 3'
8829 Office in the Home 40
8839 Adoption Expense 25
8889 Health Savings Account 15
9465 Installment Agreement 20
Worksheets $5 to $40

Services

*Bookkeeping* $50 per hr
Review Prior Return $50 per hr
Initial Consultation with Tax Preparation (up to 1/2 hour) free
Tax Advice / Consultation without Preparation $60 per hr
Email Contact | ©2009 Crystal Guss Consalvi EA