JVS Pricing Sheet | Transparent Tax Preparation Rates





JVS Tax Services Pricing: Transparent and Competitive Rates



1. Our Federal Base Price

If You Fit into two or more situations, the higher base price applies



$75

Simple Form

You only have income from Social Security, unemployment, and/or up to three W-2s

$125

Complex Income

Additional charges if you have more than three W-2s or other sources of income

$150

Student/Retired

You paid student loans or tuition, or you received retirement income

$170

Family

You have dependents

$175

Itemizer

Deductions and choose to itemize State returns
(Example: Schedule A)


2. Add State Returns    

$65

per state


3. Additional Items

If it's not listed, there's no additional charge

Refundable and Dependent Credits
Each
Child Tax Credit (Schedule 8812) $25
Additional Child Tax Credit (Schedule 8812) $25
Earned Income Credit (EIC) $25
Investment and Personal Income
First
Each Add'l
Interest Income $10 $10
Dividends(1099-DIV) $20 $10
Sold Stock / Cryptocurrency (1099B) $25 $10
Miscellaneous Income (1099-MISC/NEC//K)
If you have a consolidated Form 1099, fees apply for each separate transaction*
$20 $10
Unique Tax Situations
Each
HSA, ROTH IRA, or Education Savings Distributions $20
Health Insurance from the Marketplace (1095-A) $20
Foreign or Nonresident Income/Exclusions//Credits/Assets $45
Sale of Home or Business Asset $45
Foreclosure or Cancelled Debt (1099-C) $45
Energy, Adoption, or Electric Vehicle Credits $20
Net Investment Income Tax, Additional Medicare Tax $10
Miscellaneous Items
Each
Local Return $25
Form Without Return $20
Filing Extension $99
Federal Amended Return $99
State Amended Return $35
Small Business Taxes
First
Each Add'l
Expenses $2000, no employees or depreciation (Schedule C) $65 $35
Expenses between $2000-$5000, no employees or depreciation (Schedule C) $115 $80
Expenses over $5000 or has employees or depreciation (Schedule C) $180 $145
Rental property with expenses greater than $10,000 (Schedule E) $125 $85
Own or rent a farm (Schedule F or Form 4835) $175 $110
Business Investment (Form K-1) $55 $35
Home Office, Clergy, or Household Employee $45 $30

Protection Plan


Protection Plus Bundle

Peace of Mind + Tax Identity Shield

$45

We Guarantee:



100% Satisfaction



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100% Accuracy



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Maximum Refund



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No Surprise Guarantees



No Surprise Guarantee, symbolizing transparency and assurance in pricing for tax preparation services

4. Small Business Products

Small Business Products
Business Formation Services Starting at... $135

5. Entity Returns

Federal Base Price
Each
With Expenses less than $10k $281
With Expenses between $10k and $50k $375
With Expenses greater than $50k and/or Schedule L/M $499
No Activity Business $135
Annual Return or Employee Benefits _____
Form 5500 $280
Gift and Estate Tax
Each
706 Estate $280
709 Gift $280
Exempt or Not-for-Profit Organizations
Form 990 $250
Form 990-PF (Private Foundations) $250
Form 990-EZ $150
Form 990-N $35

6. Entity Returns Additional

Business Income
Each
Business (Schedule C) $60
Rental Property (Schedule E) $35
Rental Income (8825) $60
Farm (Schedule F) $60
Depreciation and Amortization (4562) $45
General Business Credit (3800) $45
Asset Acquisition and Sales
Each
Installment Sale Income (6252) $35
Like-Kind Exchange (8824) $35
Capital Gains and Loses (Schedule D) $30
Asset Acquisition (8594) $30
Miscellaneous Items
Each
Foreign Bank Account Report (FBAR) $25
Extension - New Clients $75
Extension - Existing Clients FREE
Business Tax Audit Support
$125
Unique Tax Situations
Each
Change in accounting method (3115) _____
With 481a $75
Without 481a $65
Casualty and Theft (4684) $35
Low-Income Housing Credit (8609) $35
Underpayment of Estimated Tax by Corporation $25
States / Local
Each
NY State Returns $170
All Other States Returns $120
Estate Gift Tax Returns or Texas Franchise $45
NYC Local Return $130