2021 PRICING INDIVIDUAL TAX RETURNS /// ADDITIONAL FORMS Schedule C / Profit or Loss from Business Schedule E Part 1 / Supplemental Income and Loss Schedule E Part 2 / Income or Loss from Partnerships & S Corporations Schedule F / Profit or Loss from Farming Schedule H / Household Employment Taxes Form 8606 / Nondeductible IRAs Credits & Deductions State Tax Form(s) / Additional State(s) Tax Return $150 $150 $50 $150 $50 $50 $25 $150 INDIVIDUAL TAX RETURN 1040 / Individual Income Tax Return The following forms are included in the base return price: Schedule A / Itemized Deductions Schedule B / Interest & Dividends Schedule D / Capital Gains & Losses 1040-ES / Estimated Taxes (Safe Harbor) State Tax Form / Resident State Tax Return $325 XYTS may charge an additional rate for complexity including, but not limited to, the following situations: Tax elections Missing or incorrect depreciation Adjustments Change in accounting method Noncovered shares Missing cost basis Amended tax returns Filing status analysis ISOs and RSUs $200/HR /// COMPLEXITY RATE
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2021
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Schedule C / Profit or Loss from BusinessSchedule E Part 1 / Supplemental Income and LossSchedule E Part 2 / Income or Loss from
Partnerships & S CorporationsSchedule F / Profit or Loss from FarmingSchedule H / Household Employment TaxesForm 8606 / Nondeductible IRAsCredits & DeductionsState Tax Form(s) / Additional State(s) Tax Return
$150$150
$50
$150$50$50$25
$150
INDIVIDUAL TAX RETURN
1040 / Individual Income Tax ReturnThe following forms are included in the base return price:
Schedule A / Itemized DeductionsSchedule B / Interest & DividendsSchedule D / Capital Gains & Losses1040-ES / Estimated Taxes (Safe Harbor)State Tax Form / Resident State Tax Return
$325
XYTS may charge an additional rate for complexity including,but not limited to, the following situations:
Tax electionsMissing or incorrect depreciationAdjustmentsChange in accounting methodNoncovered sharesMissing cost basisAmended tax returnsFiling status analysisISOs and RSUs
$200/HR/ / / C O M P L E X I T Y R A T E
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TRUST TAX RETURN
Form 1041 / Tax Return for Estates and Trusts
$600
XYTS may charge an additional rate for complexityincluding, but not limited to, the following situations:
Fiscal-year reporting Section 645 election Charitable remainder trust reporting Final return Alternative valuation date Generation skipping tax
$200/HR/ / / C O M P L E X I T Y R A T E
XYTS may charge an additional rate for complexityincluding, but not limited to, the following situations:
Income apportionment Basis Transfer of owners Formation/Dissolution Disposal of business assets Net profit analysis/modification for retirement
Form 1065 / PartnershipForm 990 / Organization Exempt from Income TaxForm 1120-S / S CorporationForm 1120 / Corporation
BUSINESS TAX RETURN $900
$200/HR/ / / C O M P L E X I T Y R A T E
$250/HR$1,000
XYTS offers tax planning services for individual,business, and trust tax returns.
Ask a CPA / Hourly ConsultingPlanning Partnership / 5 hours
This time can be spent in a variety of ways, including:Quarterly projections and estimatesFinal review of the tax return with the Tax ManagerGeneral tax planning questions and opportunitiesIRS and State notice responses
TAX PLANNING
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Get started with XYTS bycompleting our Initiation Form!
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Have questions about pricing? Reach out [email protected] or schedule a callwith the Director of XYTS.
