Tax Preparation & Planning Fees
Tax Services Fees
We are a holistic tax planning firm not solely tax preparation. Keep in mind that we charge premium rates than most preparation firms for preparing only a U.S. Federal Income Tax Return.
BASE
$150
College students and Elderly
Features
- Elderly or Disabled Credits
- US Retirement & Social Security Income
- Education Credits
- Retirement Savings Contribution
- Qualified ROTH & IRA Contributions
CORE
$300
Form 1040 Tax Return
Features
- Includes all forms in Base Package
- Gross Income Below $100K
- US and Foreign Wages
- Foreign Earned Income
- Earned Income Credit
- Child & Dependent Care Credits
- Alternative Minimum Tax
- Mortgage Interest Credit
- Estimated Taxes
- Capital Gains & Losses
- Health Care Coverage Exemption
- 1 State Return Included
- Includes over 30 additional tax forms
Enterprise
$450
Entrepreneurs & Investors
Features
- Includes all forms in Core Package
- Gross Income Below $100K
- Self-Employment Income
- Self-Employment Tax
- Profit & Loss Schedule C
- Up 2 K-1s Included (1120S & 1065)
- Net Investment Income
- Qualified Business Income
- 1125-E Included
- Single-Member Limited Liability Companies
Features
- Elderly or Disabled Credits
- US Retirement & Social Security Income
- Retirement Savings Contribution
- Education Credits
- Qualified ROTH & IRA Contributions
- Includes all forms in Base Package
- Gross Income Below $100K
- US and Foreign Wages
- Foreign Earned Income
- Earned Income Credit
- Child & Dependent Care Credits
- Child Tax Credit
- Alternative Minimum Tax
- Mortgage Interest Credit
- Estimated Taxes
- Capital Gains & Losses
- Health Care Coverage Exemption
- 1 State Return Included
- Includes over 30 additional Tax forms
- Includes all forms in Core Package
- Gross Income Above $100K
- Self-Employment Income
- Profit & Loss Schedule C
- Self-Employment Tax
- Up 2 K-1s Included (1120S & 1065)
- Net Investment Income
- Qualified Business Income
- 1125-E Included
- Single-Member Limited Liability Companies
- Bi-annual Tax Planning Pre-season Meetings
Additional Services You May Need
- If we do your books, we will do your taxes, too (includes personal tax return)
- Includes Quarterly Business Consulting meetings ($330 Value)
- Initial Consultation (fee for preparing a tax return)
- Reduced rate for filing multiple tax returns (-20%)
- Examine 3 years of tax returns and personal finances.
- Analyze materials and document tax saving strategies based on needs and aspirations
- Comprehensive tax planning proposal for fee
- Present fees for implementation of tax plan
- Execute or refer outside firm for services if necessary
- Management accounting
- Advisory Committee
- Forensic Accounting
Additional Forms You May Need
Please See Fees Below
Ascension Financial Services Fee Structure
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Personal Tax Preparation $75-500
We competitively offer a simple fee range of $75 to $500 for most personal tax returns. Returns are priced based on complexity.
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Small Biz, LLCs, Rentals Tax Prep $500-700
Small businesses are commonly reported on your personal tax return on Schedule C. Rental activities are reported on Schedule E. Typical fee range is $500 to $700. Returns are priced based on complexity.
-
Partnerships & Corporations Tax Preparation $800-1200
Fee range is $800 to $1,200 for partnership and corporate tax returns.
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Business Formation $425 + Filing Fees
We can create a business or corporation for $425 plus the state filing fees. Includes Articles, EIN, Operating Agreement and S Corp election.
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S-Corporation Election $375
We can convert your existing entity into an S Corp for $375. Even if you are late. Save on self-employment taxes and implement advantageous executive benefits!
Additional Services You May Need
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State Tax Return $35
-
State Annual Report (Non-Profits) TBD
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Schedule A Itemized Deductions $150
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1040X Amended Tax Return $100
-
Schedule E Rental Properties $200 (Each additional $75)
(up to 2 properties/entities included)
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4562 Depreciation $250
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1125-A Cost of Goods Sold $250
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Schedule K (Complex/Detailed) $250
Corporate & Partnership Returns (In addition to enterprise package)
