Pricing
By Tax Code Ethics, Tax Professionals have to be upfront about their fees. By bank regulation, all fees associated with bank products (Refund Transfers + Refund Loans) have to be disclosed to the taxpayer before sending off of their tax return. Price gouging or charging a percent off your refund isn't allowed. Many offices don't like to be upfront about their pricing for various reasons, 1- they don't want to be undercut by competition looking at their advertisements, 2- They are basing prices off of your refund, or 3- They have no set fee schedule and just charging you randomly.
Tax preparation, as well as EVERYTHING DONE IN FINANCE, is unique to the individual. There cannot be a one size fits all price scheme. Two people may have 1 w2 to file, but they may also have 2 different tax situations. For example, 1 may qualify for additional credit or deductions which will prompt the additional filing of a schedule form. That will take more time and more work, so it will cost extra.
Below are the base rates for filing an individual tax return. They could be a little more, or a little less at your tax appointment, depending on your situation.
Remember
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Before you ask a tax preparer "How much can you get me," 1st ask about their qualifications and then inquire about their pricing.
Simple
$150 one-time
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1040 with up to
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3 W2’s & 1099’s
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1 State Return
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Standard
$350 one-time
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1040 with up to
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5 W2’s & 1099’s
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Schedule B (interests and dividends Up to 10 entries)
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Schedule EIC
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Child Tax Credit
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1 State Return
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Moderate
$450 one-time
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1040 with up to
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10 W2’s & 1099’s
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Schedule C-(Profit or Loss from Business)
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Schedule E Page 2 K1 Ent
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1 State Return
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Up to 2 Schedules *Schedule A (Itemizing) *Schedule D (Up to 5 ent) *Earned Income Tax Credit/Child Tax Credit *Credit for child and dependent care expenses *Education Credit
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Premium
$500 one-time
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1040 with up to
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15 W2’s & 1099’s
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Schedule C
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Schedule E (Up to 1 Rental Property)
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1 State Return
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Up to 4 Schedules *ScheduleA (Itemizing) *Schedule D (6-20 Sales of Stocks, Bonds, Mutual Funds or Investment RealEstate)*Earned Income Tax Credit *Child Tax Credit*Credit for child and dependent care expenses *Education Credits
Using free File?
Give us a call to do a side-by side comparison of what you did on free file and what we come up with.
Working Dependents
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If you have a Qualifying dependent that you can claim on your tax return that worked, Their tax rerun is free of charge.
* Income limits apply. Simple return (w2 no schedules) only.
Add On's
$5 for Each Additional Schedule B Item over 10
$30 for Each Additional State Return
$10 for Each Additional W2 or 1099 over 15
$50 for Each Additional Schedule C-EZ
$150 for Each Additional Schedule C
$10 for Each Additional Schedule D
$50 for Each Additional Schedule E Rental Property
$20 for Each Additional Schedule E Page 2 K1 Entry
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Amendments starts at $250 (See above fee schedule for ad on's)
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Tax Debt Settlement ( starting at $550 Application prep)
Audit Assistance ( starting at $250 + 5% of any tax balance forgiven)
no fee if due to tax preparer error.
Pulling Transcripts ($35/wage, $50/tax return, $25/account)
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$80 per hour Accounting Fee charged for putting books together, organizing files and receipts, creating financial statements.
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Booking Fee of $50
There is never any obligation to file with Tax Star Mobile. The $50 will be applied to your prep fee should you file. Should you decide not to file with Tax Star Mobile, the $50 will be kept to compensate for the time used to prepare your tax file and review your documents.
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2 Ways to PAY
Pay upfront - You pay for the services rendered and tax preparation upfront at the end of the appointment.
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Refund Transfer - You elect for the preparation fee to be deducted from your refund. You will be charged bank fees for this transaction. Bank fees are charged by the bank and not by Tax Star Mobile. Paper filing not eligible for this payment method.
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*Please note that in the case of an IRS interception of your refund for outstanding debt (back taxes, child support, student loans, etc), the preparation fees are still owed to the tax preparer.
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Bank Fee Explained
This is the fee charged by the bank for taking your preparation fee out of your refund. By LAW, tax preparers are not allowed cash your refund checks or have them deposited into their bank accounts in attempts to take out preparation fees. There is no bank fee when you pay upfront.
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Service Bureau Fee & Technology Fee
This is charged by the software company to send and transmit your refund information to the bank should you choose the bank product. Those are not fees by Tax Star Mobile, LLC.
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Late Fee $50
Please be advised that if you choose the bank product and the IRS intercepts your tax refund for any past due obligation (child support, State taxes, past due federal taxes, student loans, etc), the balance for your tax preparation is still due. You will have 5 days to pay in full or agree to a payment arrangement before you receive a late fee.
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Travel Fee $30
A travel fee is an additional service fee for picking up/dropping off documents, to perform duties such as paperwork organizing, data entry, etc., or to go over business plans and set ups.
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Storage Fee $25/day
Tax Star Mobile, LLC is a paperless office and not a keeper of documents. Once your tax return is completed, you are expected to retrieve your documents within 5 business day. If not, you will be charged a storage fee of $25 per day. If you would like your documents mailed to you, postage rates will be charged as an additional cost.
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Copies and Postage
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Electronic copy is free and delivered once tax file is completed.
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$35 for Paper copy of return. via mail, postage is added
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$30 Overnight Check Fee.
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$30 for document retrieval of additional copies.
(You are responsible for printing out or storing on a usb a copy of your tax return once you receive it. Tax Star Mobile, LLC will not be responsible if you leave it in your email and then lose it or delete it by mistake.)
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