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Tax Overview
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Tax Preparation Fees

Authorized e-file Provider
At Applied Advisor your tax return is prepared from start to finish by San Francisco tax preparer Kathy Hentges, CERTIFIED FINANCIAL PLANNER. 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.

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 $102 per hour. More or less complicated situations will be reflected in the price.

Sample prices for 2007 tax returns. Effective January 1, 2008. Prices subject to change without notice.
Basic Tax Return, Standard Deduction
Federal and California Returns.
$160.00
Tax Return with Itemized Deductions
Federal and California Returns.
$204.00
Registered Domestic Partners
Cost of combined California return. Add this amount to applicable federal returns from the list
$102.00
Side Business or Contract Workers Income
Includes income from a very small business with limited deductions, includes standard deduction.
$306.00
Business Income
Includes income from a full-time business, includes standard deduction.
$408.00
Itemized Deductions, Self-Employment
Includes itemized deductions and self-employment or small business income.
$459.00
Rental Income
Income from rental property and standard deduction.
$408.00
Rental Income: First Year Set-up
Income from first year claiming rental property and standard deduction.
$459.00