Kathryn S. Tracy, Accountant

Services/Fees

We are a full service accounting firm.

FEE SCHEDULE

TAX RETURNS – PRICED BY THE FORM (Updated 4/11/24)

Business Return Forms:

Form Description Price
1120 (series), 1120-S, 1065, 1041, 990, 706, 709 (all with one state and electronic filing) Starts at $1060
Business Extension (Form 7004, etc.), electronically filed $85

Personal Return Forms:

Form Description Price
Federal Individual Form 1040 Starts at $300
Additional Forms and Schedules (Schedule A, B, Form 2441, etc.) $85 each
Schedule C and F Businesses Starts at $150
Schedule D (Capital Gains and Losses with Form 8949) $85 each
Schedule E (Rental Property and Flow-throw entities) $85 per property/entity
Estimated Tax (Federal and State Forms) $150 each
Amended Returns (Forms 1040X, with state and electronically filed as applicable) Starts at $450
All States Starts at $125 each
Personal Extension (Form 4868, electronically filed) $85

PAYROLL, SALES TAX, AND OTHER FORMS – PRICED BY THE FORM

Form Type Price
Quarterly Payroll Returns (Forms 940, 941, 943, UC-018, A1-QRT, Form 1096, Form W-3) $95 each
Sales Tax Returns $95 each
Forms W-2, 1099 series (First one) $95
Additional W-2, 1099 forms $55 each

ACCOUNTING SERVICES AND CONSULTING

Service Type Price
Rush Fee $300
Hourly Bookkeeping/Accounting $55 per hour
Consulting, Tax Planning $300 per hour, ½ hour minimum $150
Tax Return Review $300 per hour, ½ hour minimum $150
Letter of Verification $300
Audit Representation $425 per hour, retainer required
Late Fees/Bad Check Fee $75 per month
Fee Collect Bank Charges $85
Copy of Tax Return $75
AZ Corporation/PLLC/LLC Set-Up Starts at $850
Non-Profit/Tax Exempt Organization Set-Up Starts at $995 plus IRS User Fee
Annual Corporation Commission Report Filing $150 plus processing fee
IRS Transcripts Request $150 per year
Power of Attorney Form 2848 $150 filing fee
Federal Reporting for Beneficial Ownership Info (BOI) $300 for 1 Owner report, additional $100 per owner

Note: Payment is expected when services are rendered, unless prior arrangements have been made. All prices are subject to change without prior notice. We reserve the right to refuse service to anyone. NO REFUNDS.

 

General Services

Business Forms


Personal Forms


All State Returns prepared


Form 1040 fee includes (3) forms/schedules


Business and Farm Schedules


Payroll Forms

Electronic Filing


Amended Form 1040X


Sales Tax Forms


Hourly Accounting


Information Returns, 1099-MISC, 1099-NEC, Etc.


AZ Corporation Set-Up 

Monthly Bookkeeping


Mobile Accounting (Door to door)


QuickBooks Set-up / Consulting


AZ LLC Set-Up 


Non-profit organization Set-Up 


Consulting, Tax Planning