RC Price Menu - Master - Google Sheets

	A	B	D	E	G	H
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2	INDIVIDUAL TAX RETURN - MENU (v.20250325)
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4	STANDARD TAX RETURN RATES		SCHEDULES		CREDITS
5	SERVICES	RATES	SERVICES	RATES	SERVICES	RATES
6	Base Level - Tax Season Early Bird 1/15 - 3/15; Extension Season Early Bird 4/16 - 9/15		Schedule A: Federal Itemized Deductions		Form Schedule EIC Federal Earned Income Credit	125
7	Federal 1040 + Inclusive One State Return		Single/Married Filing Separate/Head of Household	175	CA State Return - Form 3514 California Earned Income Tax Credit	40
8	Single	425	Married Filing Jointly	225	Form 2441 Dependent Care Credit - per dependent	80
9	Married Filing Jointly	495	Schedule A: CA Itemized Deduction		Form 2441 Dependent Care Benefit Taxable Event - per spouse	35
10	Married Filing Separately (per return - additional information required)	600	Qualified Federal deductions and California State unreimbursed employee expenses not conformed/not qualified on Federal return beginning 2018		Form 3800 General Business Credit	125
11	Head of Household - requires strict IRS Due Diligence procedures	600	Single/Married Filing Separate/Head of Household (fully organized and submitted for review)	150	Form 5329 Additional Taxes on Qualified Plans	25
12	Domestic Partnership per State Add-On - requires additional processes	575	Married Filing Jointly (fully organized and submitted for review)	200	Form 5695 Residential Energy Credits	175
13	Back Tax Returns - add-on to base rate	500	Additional: Deductions organized but require additional consult and adjustments	90	Form 8801 Minimum Tax Credit (from previous AMT paid)	150
14	Additional States - each	460	Additional: Deductions disorganized, nonexistent, or requiring full adjustments/reconcilation; starts at	225	Form 8812 Additional Child Tax Credit & IRS Due Diligence - per dependent	50
15	Form 568 California State Single Member LLC	250	Schedule B: Interest & Ordinary Dividends		Form 8812 Child Tax Credit and Other Dependent Credit & IRS Due Diligence - per dependent	50
16	Convenience Fee - No Call No Show or Schedule Change within 24 hours	325	Required ONLY if interest income & dividend income up to 4 sources; minimal reporting	65	Form 8863 Education Credits - American Opportunity and Lifetime Learning Credits	175
17	Paper Filing Tax Return - due to IRS eFile rejections	275	Required ONLY if interest income & dividend income 5+ sources; minimal reporting	115	Form 8880 Retirement Savings Contribution Credit	30
18	Paper Filing Tax Return - voluntarily OPT OUT of IRS standard eFile process	625	Required ONLY if interest income & dividend income up to 4 sources; complex reporting	175	Form 8911 Alternative Fuel Vehicle Refueling Property Credit - per charging station	75
19	New Clients Mandatory Prior Year Tax Return Review. See row 80A for details.		Required ONLY if interest income & dividend income 5+ sources; complex reporting	280	Form 8936 Clean Vehicle Credit/Transfer & IRS Due Diligence - per vehicle	125
20	Deadline Premiums: Covers a better pay for the staff on an extremely demanding schedule.		Schedule C: Sole Propriertorship Profits & Loss		Form 8962 Advance Premium Tax Credit	45
21	All deadline premium rates apply effectively upon booking beginning 3/15 until 4/15.		per business entity (if expenses comprehensively organized by RC bookkeeping; no adjustments)	200
22	EXTENSIONS are a great way to avoid the deadline rush. See row 46A.		per business entity (if expenses comprehensively organized by RC bookkeeping; minor adjustments)	275	SALE OF REAL ESTATE
23	Deadline Premium additional to base rates: 3/15 - 3/23	60	per business entity (if expenses organized by client or by professional bookkeeper not at RC)	425	SERVICES PER PROPERTY	RATES
24	Deadline Premium additional to base rates: 3/24 - 4/7	175	per business entity (if expenses need detailed clarification; no re-organization)	550	Sale of Rental Property w/ Gains/Ordinary Income Loss Calculations	360
25	Deadline Premium additional to base rates: 4/8 - 4/11 if booked before 4/2	250	per business entity (if expenses need detailed clarification; partial reconciliation)	2200	1031 Exchange	840
26	Deadline Premium additional to base rates for appointments between: 4/8 - 4/11	375	per business entity (if expenses need full year-end clean up by RC Team)	5520	Sale of Personal Residence	350
27	Deadline Premium additional to base rates for appointments between: 4/12 - 4/15	575	**Bookkeeping service prepared by RC still requires time to discuss potential adjustments with client on tax returns.		For services where forms are not filed as a tax return, an hourly rate is effectively applied to client’s invoice. All services rendering time is invoiced.
28	All extension deadline premium rates apply effectively upon booking beginning 9/15 until 10/15.		***Reconciliation and clarifications take a detailed approach to audit-proof requiring additional time to service.		*Additional forms that are uncommon to the usual tax return - fees or additional client correspondence hourly rate is applied.
29	Deadline Premium additional to base rates: 9/15 - 9/23	60	Schedule C: Form 8995 & 8995-A		Rates are subject to change on our menu each year to accommodate inflation and cost of operations.
30	Deadline Premium additional to base rates: 9/24 - 10/7	175	QBID Qualified Business Income Deduction	100
31	Deadline Premium additional to base rates: 10/8 - 10/11 if booked before 10/2	250	QBI Qualified Business Income and Loss Carryovers	40	ADDITIONAL FORMS
32	Deadline Premium additional to base rates for appointments between: 10/8 - 10/11	375	Issuing 1099s to Contractors Packages		SERVICES	RATES
33	Deadline Premium additional to base rates for appointments between: 10/12 - 10/15	575	Per Contractor	130	W4	275
34	Expedite Rates for last minute requests all year round. See row 56A.		5 Pack - Up to 5 Contractors	350	5 W2s and W2Gs - after initial 5, additional rate is applied per form	20
35			10 Pack - up to 10 contractors	500	Multiple primary mortgages limitation calculations	50
36	RC Audit Assurance Policy (RAAP) - see services via IRS Audits Menu		Larger packages only available through comprehesive Business Tax Services	-	Excess Social Security Withholding Credit	30
37	Incomplete information to audit appointment requiring additional time/appointments for		Schedule D: Capital Gains & Losses		IRA Contribution Reporting	40
38	discovery and adjustments invoiced additional by the hour. See our Terms & Conditions.		Stocks Gains and Loss with 1099B up to 2 personal trading platforms and/or up to 100k proceeds	125	Form 709 Gift Tax & Donee Information	325
39	See add on rates for additional IRS Forms & Schedules.		Stocks Gains and Loss with 1099B up to 4 personal trading platforms and/or 100k-200k proceeds	180	Form 709 Gift Tax Recurring	225
40			Stocks Gains and Loss with 1099B up to 6 personal trading platforms and/or 200k+ proceeds	250	Form 2210 Late Filing Penalties Calculations	65
41	Amended Tax Returns & A Second Opinion		Stocks Gains and Loss with 1099B up to 7+ personal trading platforms and/or 1 Million+ proceeds	TBD	State Late Filing Penalties Calculations	65
42	Original Returns not serviced by RC includes Federal and 1 State Return starts at	1750	Stocks Gains and Loss: Contracts and Stradles up to 2 trading platforms; additional to Schedule D	150	Form 3115 Application for Change of Accounting Method	475
43	Original Returns serviced by RC includes Federal and 1 State Return starts at	800	Capital Loss Carryovers: No other sercurities to report	30	Form 4684 Casualty & Theft Loss - FEMA Code Disasters	275
44	A Second Opinion on tax returns by another firm or DIY starts at	1200	Company Stocks Reporting: RSU Sell to Cover - per company; additional to Schedule D	160	Form 5329 Additional Taxes on Qualified Plans per 4 qualified plans	35
45			Company Stocks Reporting: ESPP & Taxable Bargain Element Calculations; additional to Schedule D	220	Form 6251 Alternative Minimum Tax Calculations - Exercised ISOs per company	125
46	EXTENSIONS		Company Stocks Reporting: Exercised ISOs AMT Calculations - per company	125	Form 8606 Nondeductible IRA and Roth Conversions	80
47	Nonrefundable deposit due immediately upon extension request	550	Company Stocks Reporting: Sold ISOs - DD and QD - per company; additional to Schedule D	220	Form 8889 Health Savings Account Contributions and Distributions	40
48	BREAKDOWN OF SERVICE		Qualified Small Business Stock - Section 1202 Exclusion	340	Form 8915F 3 Year Elect on early distributions	120
49	Amount credited to the tax return filing invoice of the same extension year	325	Standard hourly rate applies to required additional discovery/correspondences	TBD	Form 8959 Additional Medicare Tax Withholding	35
50	Amount that goes toward extension service; Safe Harbor Estimated Tax Service Inclusive	225	Standard hourly rate applies to reporting of Contracts and Straddles	TBD	Form 8960 Net Investment Income Tax	35
51	Comprehensive Estimated Tax Projection to pay before extension filing due date	820	Schedule D: Cryptocurrency Reconciliation & Correspondence		IHSS Income Adjustments: Medicaid Waiver 2014-7 Reporting	75
52	Extension Season Tax Returns		Minimal Occurance - comprehensive and organized tax ready spreadsheets up to 2 platforms	125	Alimony Paid or Received (applicable to certain states including CA)	40
53	All pertinent data & documents must be submitted by September 15th of the current tax return filing calendar year		Basic - comprehensive and organized tax ready spreadsheets up to 2 platforms	250
54	If not submitted in its totality, a premium rate is determined and applied at the time of final document or data submission.		Advance - Requires comprehensive and organized tax ready spreadsheets up to 4 platforms	750	FOREIGN
55			Standard hourly rate applies to required additional discovery/correspondences	TBD	SERVICES	RATES
56	EXPEDITED SERVICES		Schedule E: Rental Properties or Royalties		FBAR Report of Foreign Income and Bank Accounts & Form 8938 Statement of Specified Foregin Financial Assets
57	Email us directly & do not use self scheduling tool; Rates are additional to total invoice.	RATES	per new property or per unit; New Client - each property old and new	350	Up to 3 accounts	450
58	Urgent Tax Return or IRS Related Appointments		per recurring property or per unit	250	Hourly on any additional discovery, correspondence, or additional appointments	TBD
59	1 Business Day	1800	Cost Segregation Studies: Services available through our partners.	TBD	Foreign Earned Income Exclusion Form 2555
60	2 Business Days	1100	*For maximum returns, loopholes, and strategies on offsetting income with multiple assets, schedule an advisory session		Foreign Earned Income Exclusion Form 2555	715
61	Up to 5 Business Days	700	and/or maintenance plan with our professionals.		Hourly on any additional discovery, correspondence, or additional appointments
62	One-time Professional Letters or Statements to 3rd Party		Schedule E: K1 Reporting & Partnership Income		Foreign Tax Credit Form 1116
63	Same Day Service (Submitted by 10am)	1275	Each basic K1	150	Domestic account investment income derived foreign tax credits; base level returns	15
64	1 Business Day	950	Each complex K1 (w/reconciliation, additional requirements, and QBID)	275	Domestic account investment income derived foreign tax credits; mid level returns	40
65	2 Business Days	650	Standard hourly if requires additional & necessary correspondences	TBD	Domestic account investment income derived foreign tax credits; complex returns	80
66	Up to 5 Business Days	325	Schedule H: Household Employment Taxes		Foreign income derived tax credits	325
67			Schedule H - Household Employee Wages and Tax Withholdings	140
68	Quickfire Q&A Sessions
69	First hour	550
70	Additional time every + 30 minutes	225
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72	ESTIMATED TAXES & INSTALLMENTS
73	Estimated Tax Payments Setup Only - based on prior year tax return
74	established with filing of tax return	75
75	when established separately from tax return	275
76	Form 9465
77	Installment Request Form for taxes owed to IRS	135
78	Installment Request Form for taxes owed to a state	135
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80	New Clients Mandatory Prior Year Tax Return Review	Rates
81	Why is it mandatory? There is data such as losses, QBI, credits, AMT, etc. in prior year returns we need to carryover into the new tax return for your benefit and/or to avoid getting audited by the IRS. There may also be changes from prior year such as divorces, change of dependents, distributions, AND/OR mistakes we need to fix prior to filing the current tax return.
82	Base 140k income and below from W2, interests, and dividends only.	FREE
83	Standard Any level of income from W2, interest, dividends, dependents, credits, and personal stocks.	225
84	Complex Any level of income from W2, interest, dividends, dependents, credits, personal stocks, company issued stocks such as RSU ESPP ISO, Self Employed Incomes, business incomes, rental properties, K1s, all other investments, AMT, etc.	Starts at 550
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