2018 US Individual Tax Preparation Packages

I decided to create several US tax packages for busy people. No more need to waste time and go to a tax prep firm.

Simple 1040 and one State. 

This is for a single individual or family that earns income (W-2) from a job or receives pension, or SSI. If you have investments requiring other forms, businesses or a farm, use the add-ons below. Includes:

  • preparing your 1040 and 1 State return
  • efile (some States require paper file)
  • reviewing your prior year return for mistakes or missed deductions
  • EITC, Child and Additional Child Tax Credit
  • Itemize deductions if meet the threshold
  • tax planning call late 2018 for the next year
  • direct deposit or paper check of refund, if applicable

Cost is $150

If that does not meet your needs, add-on to build a return that meets your needs.

Additional States, $30 each  

Schedule C Business (Sole Proprietor, Single Member LLC), no fixed assets

  • Business expenses $1-249,999, $50, each 
  • Business expenses $250,000-499,999, $75, each 
  • Business expenses $500,000-999,999, $100, each 
  • Per fixed asset added during the year, $5 each 

If your business has expenses over $1,000,000, add several combinations to the cart to get to the total expenses, or reach out for a quote.

Schedule D Stock Investor, $35 per block of up to 100 transactions (ie. if you have 321 stock transactions, add 4 each.) 

Other types of sales than through brokerage:

  • 1099-S (House, Timber, etc.), $25 
  • Installment sale to setup during the year, $50 

Schedule E Investor

  • $50 per property. 
  • Per fixed asset added during the year, $5 each 
  • Pass thru entities not prepared by us (K-1 received), $10 each. 

Schedule F Farmer

  • Farm expenses $1-249,999, $50, each 
  • Farm expenses $250,000-499,999, $75, each 
  • Farm expenses $500,000-999,999, $100, each 
  • Per fixed asset added during the year, $5 each 

If your farm has expenses over $1,000,000, add several combinations to the cart to get to the total expenses, or reach out for a quote.

Other Farm related: Farm Rental, $50 each Form 4835. 

Student

Student interest is included, but if you are a student and received a 1098-T, add $15

Extensions, if needed, are free with the purchase of the basic and any add-ons.

I am a licensed CPA in Georgia.

If I missed something, email me at cory@sidehustleretirement.com. See the business tax preparation blog if you need theses services for your business. Source documents can be sent email, fax or shared file.

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