IRA CONTRIBUTIONS

As you may be aware, the maximum contribution amounts for traditional and Roth IRAs were increased starting with the 2002 tax year. If you are eligible to contribute to an IRA account, you may be interested in these increased contribution limits.

For your 2006 tax year, you may contribute up to $4,000 to your Roth or traditional IRA. This amount remains at $4,000 for  2007, and increases to $5,000 starting in 2008. In addition, if you will be at least 50 years old before the end of this year, you may make additional "catch-up" contributions to your traditional and Roth IRAs. For 2006, the maximum catch-up contribution for IRAs is $1000.  Contributions for 2006 for both traditional and Roth IRAs can be made until the due date of your return, which is April 15, 2007, but your IRA must be set up before year end.

Please contact us If you have questions about the increased IRA contribution limits or the additional catch-up contributions. 

If you do not have an IRA and would like to have one set up we can do that for you.  Contact us at your earliest convenience.              

2005 TAX RETURN PRICING ESTIMATE WORKSHEET

You may download this form to determine your estimated tax preparation fees. Use your prior year tax return to calculate estimated charges. If your tax situation changed during the year , you may need a additional or less forms. Only forms required by the IRS will be prepared to accurately represent your tax situation.

To download a PDF version of this file please click here.

 

 

 

 

Form 1040

Individual (Long Form)

$115

$

Form 1040

For dependent

$55

$

Form 1040-A

 

Individual (Short form)

$85

$

Form 1040-A

 

For dependent

$45

$

Form 1040-A

 

Schedule 1,2 or 3

$25 each

$

Form 1040-EZ

Individual EZ form

$65

$

Form 1040-EZ

For dependent

$35

$

Form 1040X

 

If we prepared the original return

$115

$

Form 1040X

 

If original return was not prepared by us

$195

$

Form 1040ES

 

Estimated payments

$15

$

Form 1040V

Payment voucher

N/C

$

Form 1040

 

Individual non-resident

$95

$

Schedule A

Itemized deductions

$55

$

Schedule B

Interest and dividend income

$55

$

Schedule C

Profit or loss from business

$115

$

Schedule D

Capital gains and losses

$10 per transaction

max $150 if submitted by e-organizer

$

Schedule E

for K1 or royalty

$35 each

$

Schedule E

Rental Property

$65 per property

$

Schedule EIC

Earned income credit

$45

$

Schedule SE

Self employment tax

$35

$

Schedule F

Profit or loss from farming

$115

$

Schedule H

Household employment taxes

$55

$

Form 1116

 

Foreign tax credit

$55

$

Form 2106

Employee business expenses

$55

$

Form 2106EZ

 

Employee business expenses

$55

$

Form 2210

Annualized method

$55

$

Form 2210

Underpayment of estimated tax

N/C

$

Form 2441

Child & dependent care expenses

$55

$

Form 2555

 

Foreign earned income exclusion

$105

$

Form 3115

 

Application for change in accounting method

$105

$

Form 3903

Moving expenses

$55

$

Form 4797

 

Sale of business property

$25

$

Form 4835

 

Farm rental income & expenses

$90

$

Form 6198

 

At risk limitations

$65

$

Form 6251

Alternative minimum tax

$65

$

Form 6252

Installment sale income

$65

$

Form 4562

Depreciation and amortization

$10 per transaction

$

Form 8283

Non cash contributions

$45

$

Form 8453

E-file declaration

$20

$

Form 8582

Passive activity loss

$65

$

Form 8606

Nondeductible IRA expenses

$20

$

Form 8615

Tax for children under age 14

$40

$

Form 8814

Parents report child’s income

$40

$

Form 8825

Rental real estate

$65

$

Form 8829

Exp. For business use of home

$55

$

Form 8839

Qualified adoption expenses

$55

$

Form 8863

Education credits

$35

$

Form 8865

Interest in foreign partnership

$65

$

Form 8879

E-file signature authorization

$20

$

Form 8880

Retirement savings credit

$20

$

TD F 90-22.1

Foreign bank account

$20

$

State individual tax return

 

$95

$

Ammended state tax return

 

$95

$

Children’s/Dependent state tax return

 

$40

$

City, county, Local, or school district return

 

$45

$

Estate/Trust

Fee depends on complexity of return – written estimate can be provided upon request after a review of documentation and prior returns.

$

Partnership

$

Corporate

$

Gift and other returns

$

Subtotal of all forms, schedules

 

 

$

Less: Discount 10%

Early bird (if received by March 3, 2006) or combat zone service and emergency personnel

 

$

Your estimated total

 

 

$

 

 

Telephone 858.752.1726

Rancho Bernardo, Escondido, Coronado, Mission Valley, Point Loma, Carlsbad, La Jolla, San Diego

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