Smith’s Tax & Wealth Strategy Price List
Preparation Fees
All Fees at STARTING AT pricing:
1099-NEC Preparation
$30
A 1099 is an information filing form used for income tax preparation to report non-salary income to the IRS for federal tax purposes. If you paid an independent contractor more than $600 in a financial year, you'll need to complete a 1099-NEC as part of your tax strategy, especially when considering virtual tax planning.
Individual Return W2
$275
Simple individuals can benefit from effective income tax preparation and a solid tax strategy. Additionally, virtual tax planning offers convenience and flexibility for managing your tax needs.
Previous Year Individual Return
$375
When considering income tax preparation, it's important to review your prior years' returns, specifically going back three years. This retrospective analysis can significantly influence your tax strategy and enhance your virtual tax planning.
Amend Tax Return
varies
Amend your return to make corrections to a previous year's tax return as part of your income tax preparation process. This step is essential for an effective tax strategy and can also be managed through virtual tax planning.
Self Employ (1099, Contractor, Sole Proprietor)
$750/Sch C
For self-employed individuals, contractors, and those who receive a 1099NEC, effective income tax preparation is crucial. Developing a solid tax strategy can help you optimize your finances, and utilizing virtual tax planning can make the process more convenient and efficient.
State Returns All
$200.00
When considering income tax preparation, it's important to review your prior years' returns, specifically going back three years. This retrospective analysis can significantly influence your tax strategy and enhance your virtual tax planning.
Partnerships 1065 & S corporations 1120S
$1200
For income tax preparation, you can use forms 1065 and 1120. Additionally, if you require further assistance, we offer a virtual tax planning option for an additional $125.00, including optimized tax strategy.
Non Profit 990's
$950
All 990's are essential when considering your income tax preparation. They play a crucial role in developing an effective tax strategy and can significantly enhance your virtual tax planning process.
You may be eligible for a multi return discount for income tax preparation if you file multiple years' returns. For more details on our tax strategy and virtual tax planning services, please inquire within.
