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Tax Perparation Services

Filing taxes with someone you trust ensures accuracy, compliance, and peace of mind. 

Tax Preparation Fee Schedule

The fees shown are good for the 2024 tax season and are based on the most common tax forms. Your unique situation may require additional forms and filing fees. Fees include Federal and State e-filing.

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  • Federal Return (up to 4 W-2s) – $155

  • State Return – $75 per state

  • Schedule A (Itemized Deductions) – starting at $50

  • Schedule B (Interest and Dividends) – $25 per every 5 items

  • Schedule C (Small Business Income, includes Sch SE) – starting at $125

  • Schedule D (Capital Gains and Losses) – $25 per every 5 transactions

  • Schedule E (Existing Rental Income, includes depreciation forms) – starting at $100

  • Schedule E (New Rental Set Up, includes depreciation forms) – starting at $150

  • Schedule EIC (Earned Income Credit) – $25

  • Schedule H (Household Employment Taxes) – $50

  • K-1 – $50

  • Form 2441 (Child and Dependent Care Expenses) – $25

  • Form 2555 (Foreign Earned Income Exclusion) – $100

  • Form 3903 (Moving Expenses) – $25

  • Form 4797 (Sale of Business Property) – $100

  • Form 8283 (Noncash Charitable Contributions over $500) – $25 per every 5 transactions

  • Form 8829 (Home Office Deduction) – $50

  • Form 8949 (Sale of Capital Assets) – $25 per form + $3 per entry

  • Education Credits – $25

  • Paper filing – $25

  • 1040X (Prior Year Amendments) – starting at $200

  • IRS/State Resolution Calls (not related to my work) – starting at $200 per hour 

Early Bird Discount

Get 10% off your tax preparation fees when you answer all tax organizer questions, upload all required documents, and submit it all on or before February 21 of the current year.

 

Referral Program

Get 10% off your tax preparation fees for each client who mentions you as referring them to McDowell Tax & Budgeting Services:

  • Refer 2 clients get 20% off

  • Refer 3 clients get 30% off
  • ... Up to 100% off