Tax return preparation fee schedule

business & fiduciary tax services

Annual bookkeeping

1,500

partnership/corporation/schedule C

minimum

Bookkeeping cleanup

650

minimum

1065: Return of partnership income

1,150

minimum

1120: Corporate income tax return

1,250

minimum

1120-S: Income tax return for an S Corporation

1,250

minimum

1041: Income tax return for estates & trusts

1,150

minimum

Form 3115: Change in accounting method

500

minimum

Form 8824: Like-kind exchange

400

minimum

Document submission penalty

15%

documents submitted within 14 days of filing deadline

additional schedules

Earned Income Credit

100

Child Tax Credit

100

Education Credit(s)

100

Schedule B: Interest & dividends

up to 10 accounts ($10 per account more than 10)

Schedule C: Profit or loss from business

300

Sole proprietorship; Single-member LLC

Schedule D: Gains & losses

200

Schedule E: Supplemental Income and Loss (Rental real estate and royalties)

225

additional $75 fee per property placed in service during tax year

Schedule E: Supplemental Income and Loss (Partnerships and S Corporations)

100

additional fees per state

Schedule F: Profit or loss from farming

300

Schedule H: Household employment taxes

100

Additional forms

Form 8962: Premium for tax credit calculations

Form 8965: Health coverage expemptions

Form 1095-A: Health insurance marketplace statement

Shared responsibility payment calculation

Qualified business income (QBI) deduction

Additional 1099 (each)

5 or more

Additional W-2 (each)

5 or more

Business use of the home

110

Determination to file

Additional state (each)

Tax on a child's investment and other unearned income (kiddie tax)

per child

Document submission penalty

15%

documents submitted within 14 days of filing deadline

All rates and fees are subject to change at any time at the discretion of Cardinal Partners, LLC

Tax return preparation fee schedule

business & fiduciary tax services

Annual bookkeeping

Bookkeeping cleanup

1065: Return of partnership income

1120: Corporate income tax return

1120-S: Income tax return for an S Corporation

1041: Income tax return for estates & trusts

Form 3115: Change in accounting method

Form 8824: Like-kind exchange

Document submission penalty

Personal/individual

1040

1040

1040 (Base)

additional schedules

Earned Income Credit

Child Tax Credit

Education Credit(s)

Schedule B: Interest & dividends

Schedule C: Profit or loss from business

Schedule D: Gains & losses

Schedule E: Supplemental Income and Loss (Rental real estate and royalties)

Schedule E: Supplemental Income and Loss (Partnerships and S Corporations)

Schedule F: Profit or loss from farming

Schedule H: Household employment taxes

Additional forms

Form 8962: Premium for tax credit calculations

Form 8965: Health coverage expemptions

Form 1095-A: Health insurance marketplace statement

Shared responsibility payment calculation

Qualified business income (QBI) deduction

Additional 1099 (each)

Additional W-2 (each)

Business use of the home

Determination to file

Additional state (each)

Tax on a child's investment and other unearned income (kiddie tax)

Document submission penalty

ADDITIONAL (HOURLY) FEES

Certified Public Accountant

Tax preparer

Management Accountant

Bookkeeper

Administrator