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Tax Overview
What to Expect

 


Tax Preparation Fees

Authorized e-file Provider
At Applied Advisor your tax return is prepared from start to finish by Kathy Hentges, CFP®.

Kathy is a California Tax Education Council (C.T.E.C.) registered tax preparer and CERTIFIED FINANCIAL PLANNER™ practitioner. Click on Overview to learn more about what a C.T.E.C. registered tax preparer is and is not. In California here is no such thing as a certified tax preparer. New Jersey does not require tax preparers to register with the state.

Applied Advisor is an Authorized E-File Provider.

Average Tax Preparation Fees
The following prices are the averages. These estimates are samples to help you get a general idea of the costs involved and are not a specific offer of any service. You will receive a written cost estimate specific to your situation prior to signing an Engagement Letter.

Each sample return assumes a typical tax return where the client has submitted legible, organized and complete paperwork. Prices are based on advisor's rate of $135 per hour. More or less complicated situations will be reflected in the price. Each price represents complete return, do not add prices together.

Sample prices for 2009 tax returns. Effective January 1, 2010. Prices subject to change without notice.
Basic Tax Return, Standard Deduction
Federal and Resident State Returns.
$210
Tax Return with Itemized Deductions
Federal and Resident State Returns.
$270
Registered Domestic Partners/Civil Union/SSMC
Cost of combined California or New Jersey return. Add this amount to applicable federal returns from the list.
$135
Side Business or Contract Workers Income
Includes income from a very small business with limited deductions, includes standard deduction.
$405
Business Income
Includes income from a full-time business, includes standard deduction.
$540
Itemized Deductions, Self-Employment
Includes itemized deductions and self-employment or small business income.
$610
Rental Income
Income from rental property and standard deduction.
$540
Rental Income: First Year Set-up
Income from first year claiming rental property and standard deduction.
$610