| Comprehensive Tax Services |
| Introduction Our tax services include comprehensive tax planning and tax return preparation for individuals, businesses, estates and trusts. Our goal is to work with you throughout the year so the tax consequences of your financial decisions are understood before the final decision is made. Our "No Surprises" approach to tax planning keeps you informed of the tax liability from your decisions so tax season isn't a traumatic event. And for clients that have an old tax problem, we have extensive experience working through difficult issues involving the Internal Revenue Service and the State Departments of Revenue. Services - Individuals - Tax Planning to Maximize Credits and Deductions; Tax Return Preparation; Mid-Year Estimated Tax Calculations
- Businesses - Sole Proprietor, Corporation, S-Corporation, Partnership, LLC, LLP, Non-Profit & Homeowners Association Business Tax Returns including Personal Property Tax Returns
- Estates & Trusts - Final Decedent Return, Estate Tax Return, Fiduciary Tax Return, Gift Tax Returns
|
Our firms prepares all types of federal individual income tax returns (1040-EZ, 1040-A, 1040, 1040-NR). We also prepare income tax returns for all states, including multi-state tax returns. We have extensive experience with tax issues related to military personnel and government employees.
Questionnaire and Information Checklist
To request our 2010 Client Newsletter and Tax Organizer, contact us at taxes@kgeetycpa.com and provide us with your full name and mailing address. The Tax Organizer will help you with assemble a complete set of tax documents and information.
Preparation Cost
Every return is unique and the complexity depends upon the events that took place during the year, including the purchase and sale of a residence, sale of stock, retirement and marriage to name a few. The following rate table is an estimate only. Electronic filing fees with direct deposit are included. To obtain a firm quote for fees to complete your tax return, fax the completed Tax Organizer, referenced above, to 410-551-7601and provide us with a fax number or email address.
We offer a 20% discount to low income taxpayers who have a combined income from gross wages, pension or investment income under $30,000.
|
Type of Form - Fees include Federal, One State Return and Electronic Filing Fees. Fees may change based upon quantity of documents submitted.
|
Minimum Estimated Fees |
- 1040EZ with 3 or less documents
|
$110 |
|
|
$150 |
- 1040 with Schedule A and B **
|
$225 |
- 1040 with Schedule A, B and one Schedule C ** (business) or E (rental property). Business or rental information must be summarized on our organizer.
|
$325 minimum |
| ** Additional Fees: |
|
- Other Forms and Schedules (Capital Gains, Dependent Care, Employee Business Expenses, credits for Energy, Education, First Home Purchase, etc.)
|
$10 - $50 per form |
- Each additional Schedule C or Schedule E. Information must be summarized on our organizer.
|
$100 Minimum |
- Personal Property Tax Returns
|
$130 minimum |
- Multi-State Returns (fees for each additional state)
|
$75 minimum |
|
|
Free |
- Electronic Filing for Federal and State
|
Included |
|
Our firm prepares all versions of the federal business income tax return (1120, 1120S, 1065, 990). We prepare business tax returns for all states.
Questionnaire and Information Checklist
To request our 2010 Business Tax Organizer, contact us at taxes@kgeetycpa.com and provide us with the company name and mailing address. The Tax Organizer will help you with assemble a complete set of tax documents and information.
Preparation Cost
Every return is unique and the complexity depends upon the events that took place during the year, including a change in ownership, change in type of entity and condition of the financial records to name a few. The following rate table is an estimate only. To obtain a firm quote for fees to complete your tax return, contact us at taxes@kgeetycpa.com. Provide us with the type of entity, number of shareholders, industry, years in business, number of employees, and statement of the general condition of your financial information (compiled in an accounting system, summarized on paper, etc.) We may email you back with a request for additional information prior to finalizing the estimate.
|
Type of Form - Includes Federal, One State Return and Electronic Filing
|
Estimated Fees |
- Inactive Business Return - All Types (no revenue, tax return is required)
|
$300 minimum |
|
|
$850 Minimum |
- Single Owner LLCs - filing as a sole proprietorship. See Schedule C and Personal Property Tax Return fees above.
|
|
- Personal Property Tax Return - depends on number of assets, acquisitions, disposals or transfers.
|
$130 minimum |
- Extensions (Federal, State & Personal Property Taxes)
|
Free |
|
| Estate, Gift & Trust Taxes |
Our firms prepares federal gift tax, estate and fiduciary income tax returns (706, 709 and 1041) along with the final individual income tax return of the decedent. We prepare the accompanying state tax returns for all states.
Questionnaire and Information Checklist
To request our 2010 Gift, Estate and Fiduciary Tax Organizer, contact us at taxes@kgeetycpa.com and provide us with your name, mailing address and a brief description of the situation. The Tax Organizer will help you with assemble a complete set of tax documents and information.
Preparation Cost
Every return is unique and the complexity depends upon the circumstances, including number and types of assets, number of beneficiaries and complexity of the estate or trust. The following rate table is an estimate only. To obtain a firm quote for fees to complete your tax return, contact us at taxes@kgeetycpa.com. Provide us with the type of return that is needed, but if you don't know for certain, provide us with the details of your situation. We may email you back with a request for additional information prior to finalizing the estimate.
|
Type of Form - Fees include Federal & State Return
|
Estimated Fees |
- Gift Tax Return - Form 709
|
$400 Minimum |
- Estate Tax Return - Form 706.
|
$800 Minimum |
- Fiduciary Tax Return (Estates and Trusts) - Form 1041 (fees depend upon sources of income, expenses and number of beneficiaries)
|
$500 Minimum |
|
|
