Price List

Prices effective January 1, 2017.

Basic singles’ package

One 2016 Form 1040
Schedule B (Interest and Ordinary Dividends)
One Form 2555 (Foreign Earned Income)
Cost: $300

Basic couples’ package

One 2016 Form 1040
Schedule B (Interest and Ordinary Dividends)
Two Forms 2555 (Foreign Earned Income)
Cost: $335

State returns

Cost: $75-$135 per state, depending on state and tax situation

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% rush 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 $30 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 $250, 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 $50 printing fee for this service, plus courier charges. For reasons of security and efficiency, 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	$215
Schedule A	Itemized deductions	From $60
Schedule B	Interest and ordinary dividends	From $25
Schedule C	Profit/Loss from business	From $80
Schedule C-EZ	Net profit from business	$50
Schedule D/ Form 8949	Capital gains and losses	From $45
Schedule E/Form 8582	Supplemental income and loss/Passive Activity Loss (Rental property)	From $120
Schedule EIC	Earned income credit	$25
Schedule SE	Self-employment tax	$15
Schedule ES	Quarterly estimated tax calculation	$45
1116/1116 AMT	Foreign tax credit	From $120
2106	Employee business expenses	From $65
2441	Credit for child and dependent care expenses	$50
2555/2555-EZ	Foreign earned income exclusion	$85
3115	Change in accounting method	From $120
3903	Moving expenses	$50
4562	Depreciation and amortization	From $85
4797	Sales of business property	From $85
5329	Additional taxes on qualified plans (including IRAs) and other tax-favored accounts	$75
5695	Residential Energy Credits	$45
6251	Alternative minimum tax	From $60
8283	Noncash charitable contributions	$30
8582	Passive activity loss	$60
8606	Nondeductible IRAs	$75
8615	Tax for children under age 18 with investment income	$65
Schedule 8812	Additional child tax credit	$25
8814	Parents’ election to report child’s interest/dividends	$65
8829	Expenses for business use of your home	From $65
8839	Qualified adoption expenses	From $65
8863	Education credits	$45
8889	Health Savings Accounts (HSAs)	$65
8917	Tuition and fees deduction	$45
8938	Statement of specified foreign financial assets	From $110
8960	Net Investment Income Tax	From $35
8962	Premium Tax Credit	$65
8965	Health Coverage Exemptions	From $25
FBAR (FinCEN 114)	Report of foreign bank and financial accounts (accts with aggregate value over $10,000)	From $45
1099-MISC	Miscellaneous income (issuance to contractors)	$35
W-4	Employee’s Withholding Allowance Certificate	$30
2350/4868	Applications for extensions to file	$35 ($55 if rush)
	State return	From $75
	Printing fee (if you wish paper copies of your returns, rather than PDF computer files)	$50 plus courier charges
	Research fee (for unusual or specific issues requiring consultation with our professional research service)	From $65
	Consulting time (Responses to IRS correspondence, “what if” scenarios, etc., beyond a straightforward, one-shot answer.)	$125/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 $40
	Referral bonus	$30 off
	Survey bonus	$10 off
	Testimonial bonus	$30 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.