Priority Tax & Finance Inc.

Priority Tax & Finance
Minimum Fees Schedule (12/2023)
Individuals (Federal & 1 State)     Schedule D Capital Gains/Losses $10.00
Standard Deduction $175.00   Each Stock Transaction ($ each) $2.00
Standard Deduction with EITC) $200.00   Carry Over Losses to Next Year $10.00
Itemized Deductions (Sch A) $300.00   Form 6252 – Installment Sales $50.00
Standard Deduction but State Itemized $240.00      
      Schedule E Rental  
CA 540 NR Nonresident $50.00   Initial Schedule E – One Rental $60.00
      Each additional rental $40.00
Additional States $50.00   Form 8582/3885-Passive Worksheet $25.00
     
1040X & 540X Amended     Form 4797 Supplemental Gains  
Federal only $50.00   Rental Sales $75.00
State only $50.00   Business Casualty $25.00
         
Income & Withholdings Statements     Schedule F Farm Income  
W-2s up to 3 N/C   Farm Income & Expense $75.00
More than 3 ($ each) $2.00   Form 4835 Farm Rental $75.00
1099 up to 3 N/C   Schedule J Income Avg $75.00
More than 3 ($ each) $2.00  
K-1s ($ each) $20.00   Trusts/Estates (Start at) $450.00
      K-1s ($ each) $25.00
Supplemental Income/Deductions        
Schedule B Interest/Dividends     S-Corporations/LLC/Partnership (Start at) $675.00
1099s up to 4 N/C   K-1s ($ each) $25.00
More than 4 ($ each) $3.00      
      C-Corporations (Start at) $1,200.00
Schedule C Business        
Self Employed $85.00   Bookkeeping per Hour $40.00
Form 8829 Business Use of Home $10.00   Tax Consultation per Hour (First always free) $100.00
Form 8594 Asset Acquisition $50.00  
Form 4562 Depreciation (up to 3 items) $25.00   Other Forms, Schedules, Fees  
Form 4562 Depreciation (Items over 3 – $ each) $5.00   Form 2441 Child Care Credit $20.00
Form 568 LLC CA State Return $100.00   Form 709 Gift Tax Returns $400.00
      Form 8824 1031 Exchange $100.00
Form 2106 Employee Business Expense     Schedule SE Self Employment ($ each) $5.00
Up to 5 entries $20.00   All other forms, schedules, & fees As quoted
Items over 5 ($ each) $3.00  
      Payroll
Bookkeeing   S-Corp Payroll (1-2 owners only) $75.00 Q
Monthly (QucikBooks Desktop – Max 3 financial accounts) $75.00 Mo S-Corp Year-End Closeout $25.00 A
Monthly (QucikBooks Online-Pay Own QBO – Max 3 accounts) $75.00 Mo Standard Payroll with Employees (Up to 5 Employees) $75.00 Mo
Monthly (QucikBooks Online-We Host – Max 3 accounts) $120.00 Mo Each additional Employee $5.00 Mo
Monthly (QBO & Desktop – More than 3 Financial Accounts) As quoted A Standard Payroll Year-End Closeout $75.00 A
Payroll Year-End Closeout (More than 15 Employees) $125.00 A
Express Business Package (This includes) $250.00 Mo Priority Business Package (This includes) $210.00 Mo
S-Corp Tax Return S-Corp Tax Retrun
Unlimited QBO Bookkeeping – (We host) Unlimited Desktop Bookkeepng
Unlimited Payroll (ADP) Unlimited Payroll (ADP)
Unlimited Corespondence Unlimited Corespondence
Year-End Closeout Year-End Closeout
First Class Business Package (This includes) $170.00 Mo
S-Corp Tax Retrun
Unlimited Bookkeepng
S-Corp Owner Only Payroll
Unlimited Corespondence
Year-End Closeout
Payment Frequency Key
(Mo – Monthly, Q – Quarterly, A – Annual)