Payment is due at the time services are rendered. We do not deduct the tax preparation fee from the refund.
We accept Cash, Check & Credit Card. Prices effective Jan 1, 2024

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Individual Tax Return 
 $200 Form 1040 & 1040-SR
           (includes Maryland)
 $  10  per Schedule 1, 2, 3
 $200 Form 1040X Amended  
           plus the cost of new forms 
 $  50  per Non-Maryland State 
 $100 Homeowners Tax Credit
 $150/hr Tax Consultation
       IRS Letter Review/Response
 Income & Deductions
 $  10  Retirement Income
           Unemployment, Gambling,
           Other Income, 1099K 
           Cancellation of Debt, IRA,
           SEP deduction, Alimony,
           Health Savings Acct,
           Student Loan Interest,
           Educator Expense
Itemized Deductions
 $  75  Schedule A 
 $    5  per date over $500
           Non-Cash Charity 
Investments
 $  15  Interest, Dividends 
           (per account) 
 $   5   Stock Trades - We will scan
           1099B for multiple trades
           to decrease cost
 $  50  Form 1116 Foreign Tax Credit
 $150/hr Basis Calculation
Credits
 $  10  Retirement Savings
 $  25  Education, Child Care, 
           Child Tax Credit,
           Child Care Deduction,
           Residential Energy 
 $  50  Premium Tax Credit,
           Health Coverage, Adoption,
           Earned Income Credit
 Small Business Schedule C or F
 $150-$500 Business or Farm
 $150/hr QBI Calculation
 $    5   Depreciation per new asset
 $  10   Automobile Worksheet 
            (per vehicle)
 $  50   Sales of Property
 $  25   Business Use of Home
 Rental Property
 $100-$200 Per Rental Address 
 $  50   If property is outside of MD
 $    5   Depreciation per new asset
Partner/Shareholder K1  
 $100-$400 Per K1 Received 
 $150/hr  Basis Calculation

Estate and Trust
$ 400+ Form 1041 plus cost of additional forms 
$   50 per beneficiary
$   50 per Non-Maryland State
$ 150/hr Tax Consultation

Corporation & Partnership 
 $1,000+ Form 1120, 1120S, 1065
 $500 M1 Reconciliation - over $250K
 $  50 K1 per shareholder/partner
 $150/hr  K2/K3 Preparation,
         QuickBooks Clean Up,
          Year End Journal Entries
          Tax Consultation
 $   5  Depreciation (per asset)
 $  50 per Non-Maryland State
 $  75 Maryland Form 1 Annual Report
 $  75 Maryland Business Personal Property

​Bookkeeping & Consultation 
$  50/hr Bookkeeping - In House
$  50/month Payroll Monthly Deposit
$150/quarter Quarterly Payroll Tax 
$  30 per W2, 1099NEC, 1099-MISC 
$  30 per W-3, 1096
$150/hr Tax Estimates Consultation,
     Bookkeeping at Client Site,
     Statement Preparation, Analysis,
     Responses to IRS & State Notices
$1,000 New Business Incorporation

* Not all forms and prices are listed.
* If a calculation of receipts are necessary a bookkeeping fee will apply.
* Extra Tax Return copies are $20 per tax return
* Hourly billing is billed in 15 minute increments.
* We bill for questions that require research and calculations.
* We are responsible for our errors and we will pay penalties and interest.       You are responsible for the tax.
* An Extension gives you an additional 6 months to file your tax return; however, you must pay the tax by the due date of the tax return. S-Corporations and Partnerships are due March 15th. Corporations and Individuals are due April 15th.  We are not responsible for the filing late penalty or interest on late filed returns.

Nannette Sheppard, EA
President
nsheppard@asmartco.com