Reitzes Consulting
Fee Schedule
We believe in transparent fees so you know you are getting the most for your investment.
Individual Income Tax Return Preparation
- Federal Return: $50
- Form W-2s (each): $25
- Strategic Planning: $150 per hour
- State Returns (each): $50 - $200
- Local Returns (each): $25 - $100
- Married Filing Jointly / Separately Analysis: $50 - $150
- Paper Filing / Payment Voucher: $25 per return
- Estimated Tax Calculations: $25 - $50
- Amended Returns (each): $50 - $100
with Vouchers / Envelopes: $25 - $50
- Schedule A (Itemized Deductions): $50 - $100
- Sales Tax / Property Returns (each): $50
- Schedule B (Interest & Dividends): $25 - $100
- Schedule C (Business, LLC): $50 - $250
- Schedule C (Business, LLC): $50 - $250
Bookkeeping: $75 per hour | Accounting: $125 per hour
- Schedule D (Capital Gains & Losses): $25 - $75
- Schedule E (Rental Property): $100 per property
- Schedule E (Partnership / S Corporation / Trust): $25 - $100 per K-1
- Schedule EIC / Form 8867 (Earned Income Credit): $50 - $150
- Schedule H (Household Employee Taxes): $
- Form 982 (Reduction of Tax Attributes): $50 - $250
- Form 1116 (Foreign Tax Credit): $25 (form not required); $50 - $200
- Form 2106 (Employee Business Expenses): $25 - $100
- Form 2441 (Child Care): $25 - $50
- Form 4562 (Depreciation): $25 per asset, initial year only
- Form 4797 (Sales of Business Property): $50 - $25
- Form 4868 (Extension): $25
State: $25; Local: $25; Paper: $25 (each)
- Form 4952 (Investment Interest Expense Deduction): $25
- Form 5329 (Additional Taxes on Qualified Plans): $25 - $50
- Form 5695 (Residential Energy Credits): $50 FEE CREDIT
– (Explore, Enjoy & Protect)
- Form 6251 (Alternative Minimum Tax): $50 - $200
- Form 8283 (Noncash Charitable Contributions): $25 - $200
- Form 8582 (Passive Activity Loss Limitations: $50 - $100
- Form 8615 or 8814 (Child’s Interest & Dividends): $25 - $100
- Form 8829 (Business Use of Home): $50
Simplified Method: $25
- Form 8857 (Request for Innocent Spouse Relief): $50 - $100
- Form 8863 (Education Credits): $25 - $50
- Form 8880 (Retirement Contributions): $25
Calculated Recommendation: $25 - $50
- Form 8889 (Health Savings Accounts HSAs): $25 - $50
Calculated Recommendation: $25 - $50
- Form 8903 (Domestic Production Activities Deduction): $50
Form 8917 (Tuition): $25
- Form 8949 (Sales and Other Dispositions of Capital Assets): $25 + $5 per Transaction
- Form 8959 (Additional Medicare Tax): $25
- Form 8960 (Net Investment Income Tax): $25 + $50
- Form 8962 (Premium Tax Credit): $25 + $25
per Form 1095 (after 1)
- Form 9465 (Installment Agreement Request): $25
Negotiations / Research: $150 per hour
- Form 2848 (Power of Attorney / Representative): $25
Telephone calls (IRS, State, etc.): $100 each
- Other Income / Income Adjustments (each): $25
- Retirement Distributions - Social Security - Pension - Alimony - Taxable Refunds - Unemployment - IRA Deduction - Education Deduction - Self Employed Health Insurance
- GREEN Savings: $25-$50 - efile with paperless electronic document delivery (PDF)
Entity Income Tax Return Preparation
- Form 1120 (Corporation, LLC): $300 - $1,000
- Form 1041 (Trust & Estate): $200 - $2,000
- Form 1120S (S-Corporation, LLC): $300 - $750
- Form 990 (Tax-Exempt): $1,000
- Form 1065 (Partnership, LLC): $300 - $900
- Form 990-EZ (Non-Profit): $400 - $750
- State Returns (each): $25 - $300
- Form 1040, Sch E - Rent: $100 - $200
- Local Returns (each): $25 - $100
- Sales Tax Return Preparation: $50 per return
- Form 1099s & 1096: $50 + $50 per 3
Bookkeeping / Clerical Services:
- Bookkeeping / Clerical Services: $75 per hour
- Annual Retainer
o ½ hour per month: $400
o 1 hour per month: $750
o 2 hours per month: $1,400 - Full-Time
o Day (8-10 hours) = $500
o Week (5 days) = $2,500
o Week (7 days) = $3,000
o Month (5 weeks) = $10,000
Accounting Services:
- Accounting Services: $125 per hour
- Annual Retainer
o ½ hour per month: $600
o 1 hour per month: $1,200
o 2 hours per month: $2,400 - Full-Time
o Day (8-10 hours) = $1,000
o Week (5 days) = $4,000
o Week (7 days) = $5,000
o Month (5 weeks) = $15,000
Value Based Pricing
Tax Return Guarantees
- None
- Auditable
- Audit Ready
- Conservative
- Aggressive
- Fraudulent
- Based on date documents and information received- o Within 1 week
o Within 1 month
o April
o October
o What happens when missing / incomplete?
--Provide list based on prior year(s)
Discounts
- Non-Profit
- o Receive a Form 1099 from an RCI client
-- $100 off
-- $50 off with $50 off referral
-- ½ off
-- $100
Quantity based pricing
- Bookkeeping by # transaction
- Payroll- o % of Gross Payroll (i.e. 3% - JL Scott)
o $ per check
--QB charges for Direct Deposit
Payroll Tax Return Preparation
- Setup (one time): $100 - $250
- Form W-2: $25
with Health Insurance: $25
- Reasonable Salary Computation: $50 - $100
- Processing & Tax Returns: $25 per employee per year, plus the following based on Pay Frequency:
Weekly: $175 per month
Semi-Monthly: $125 per month
Monthly: $100 per month
Quarterly: $500
Annual: $300 - Local or Unemployment Returns: $25 each
(Quarterly - No Wages: $50)
NC: $25 per 3 employees - Human Resources / Employee Benefits Consultation and Implementation: $150 per hour
- Retirement Plans - Workers’ Compensation - Employee Manual - Garnishments - Advances
LLC / S-Corporation Formation
- Entity Selection Consultation: : $200 per hour
- Forms & Filing Instructions : $100 - $200
(State Filing Fees are generally $100 - $300)
- Employer Identification Number (EIN): $75 $75
- Local (City/County) Registration: $25- $100
- Form 2553 S-Election: $50
- State Registration: $25 - $100
Consulting / Negotiation / Representation / Research Services:
- $150 per hour; 6 hours: $750
Chief Financial Officer / Strategic Planning Services:
- $200 per hour; 6 hours:$1,000; 10 hours:$1,500
Audit / Power of Attorney Services (IRS / State / Agency):
- $200 per hour; Telephone calls: $100 each; review of notice; t/c re: notice; email re: notice
Esquire Services / Expert Witness / Legal Liaison:
- $300 per hour
Certified Public Accountant Services (Auditing / Compilation / Review):
- $250 per hour
