Home Prices
Price List - Filing Season 2009

Prices effective January 1, 2009. These prices will remain in effect for 2010!

 

Basic singles' package
One 2010 Form 1040
Schedule B (Interest and Ordinary Dividends)
One Form 2555 (Foreign Earned Income)
Cost: $179

 

Basic couples' package
One 2010 Form 1040
Schedule B (Interest and Ordinary Dividends)
Two Forms 2555 (Foreign Earned Income)
Cost: $199

 

State returns
Cost: $45-$70,
depending on state and tax situation

 

Price List
For other forms and schedules, check the price list at the bottom of this page.

 

Special Offers and Notices
Early-Bird Discount!

Submit all paperwork by March 1 and save 10%. (Completed questionnaire and all supporting financial information must be received by the deadline to qualify.)

 

Note: A 10% late fee will be applied if paperwork is not complete three weeks before your taxes are due. This will increase to 20% two weeks before the deadline and 30% one week before the deadline.

 

Referral Bonus
Tell your friends about OTS. For each friend who signs a contract and completes a return with OTS, save $10 on your return.

 

Amendments
Paid the wrong amount of tax previously because you or your previous preparer made a mistake? OTS will amend prior year returns and make all necessary corrections for you. Generally priced starting at $150, depending on the complexity of the changes necessary.

 

Printed Returns
OTS will normally provide your completed, signed return as a PDF computer file. If you prefer to receive a printed copy, we can print and courier it to you. There is a $29 printing fee for this service, plus courier charges. For reasons of security, efficiency, and our current location in Jamaica, we will not send materials through the international mail.

 

Additional Options
See the Price List below for rates on additional forms.

No unpleasant surprises. Final price quoted up front and agreed to in writing.

Payment can be made by US check or online via credit card or bank transfer through PayPal.


PRICE LIST

Form/Schedule Description

Price (each)

Form 1040
Individual income tax return
$129
Schedule A Itemized deductions From $35
Schedule B Interest and ordinary dividends From $15
Schedule C Profit/Loss from business From $45
Schedule C-EZ Net profit from business $29
Schedule D Capital gains and losses From $29
Schedule E Supplemental income and loss From $45
Schedule EIC Earned income credit $15
Schedule H Household employment taxes $30
Schedule R Credit for the elderly or the disabled $25
Schedule SE Self-employment tax $10
Schedule ES Quarterly estimated tax calculation $20
1116/1116 AMT Foreign tax credit From $69
2106 Employee business expenses From $39
2441 Credit for child and dependent care expenses $29
2555/2555-EZ Foreign earned income $49
3903 Moving expenses $29
4562 Depreciation and amortization From $49
4797 Sales of business property $45
5329 Additional taxes on qualified plans (including IRAs) and other tax-favored accounts $39
5405 First-time homebuyer credit $25
6251 Alternative minimum tax From $35
8283 Noncash charitable contributions $15
8582 Passive activity loss $45
8606 Nondeductible IRAs $39
8615 Tax for children under age 18 with investment income $39
8812 Additional child tax credit $15
8814 Parents' election to report child's interest/dividends $39
8829 Expenses for business use of your home From $39
8839 Qualified adoption expenses From $29
8863 Education credits $25
8917 Tuition and fees deduction $25
TD F 90-22.1 Report of foreign bank and financial accounts (accts with aggregate value over $10,000) From $15
2350/4828 Applications for extensions to file $20
State return From $45
Printing fee (if you wish paper copies of your returns, rather than PDF computer files) $29 plus courier charges
Research fee (for unusual or specific issues requiring consultation with our professional research service) From $25
Consulting time (Responses to IRS correspondence, "what if" scenarios, etc., beyond a straightforward, one-shot answer.) $75/hour
Processing fee (for very disorganized documentation, excessive requests for information (either from you, or from me if I have to send you multiple requests for the same information), etc.) From $25
Referral bonus $10 off
Survey bonus $5 off
Testimonial bonus $15 off
Early-bird discount (file complete by March 1) 10% off
Rush fee (file complete less than 3 weeks before return is due) 10% - 30% added

OTS reserves the right to adjust these prices in individual situations. But again, your final price will be quoted up front and agreed to in writing.