Wages, retirement, Social Security, interest and/or dividend income. Up to 2 state returns.
Does not include dependents, business income or rental income.
Average fee is $200 – $300
Includes wages, itemized deductions, dependents, childcare expenses and/or education credits.
Includes investment income but may incur additional fees based on the number of statements, transactions and whether Crypto currency statements, if applicable, are complete.
Does not include business income if expenses exceed $5,000 or depreciation calculations are required.
Does not include rental property income.
Average fee is $300 – $400
Includes all previous examples.
Includes sole proprietorship and single member LLC income (Schedule C).
Includes rental property income (Schedule E). New (or new to KB Financial Planning) rental property owners will incur additional fees in order to complete and verify basis and depreciation calculations.
Average fee is $400+
Form 1065, U.S. Return of Partnership Income – starts at $700
Form 1120-S, U.S. Income Tax Return for an S Corporation – starts at $750
Form 990, Return of Organization Exempt from Income Tax – starts at $975
Other entity filings are accepted on a case-by-case basis. Please inquire at firstname.lastname@example.org or by setting an initial consultation appointment.