Tax Preparation Price List and Your Rights
Evergreen Bookkeeping & Tax Services (Evergreen Accounting Solutions LLC)
Shane Panas, New York State registered tax return preparer
Posted under New York Tax Law § 32.
Price list
These are the minimum fees for each service. Your final fee is confirmed in writing after we review your documents and before any work begins. A written quote is honored for 30 days.
Individual returns
| Service | Minimum fee |
|---|---|
| Federal Form 1040 with one New York or other state return (W-2 income, standard deduction) | $325 |
| Prior-year return (original, not amended), per year | $325 |
| Amended federal return (Form 1040-X), per year | $300 |
| Amended state return only | $200 |
Business returns
| Service | Minimum fee |
|---|---|
| Partnership (Form 1065) or S corporation (Form 1120-S), one state, up to two K-1s | $1,200 |
| C corporation (Form 1120) | $1,400 |
| New York sales tax return (Form ST-100), per return | $200 |
Non-profit returns
| Service | Minimum fee |
|---|---|
| Form 990-N (e-postcard), filed with other work | $200 |
| Form 990-N, filed by itself | $325 |
| Form 990-EZ | $850 |
| Form 990 | $1,800 |
Consultations
| Service | Minimum fee |
|---|---|
| Fit call, up to 15 minutes (scope and price, no tax advice) | Free |
| Paid consultation, up to 45 minutes with a written summary | $175, credited against an engagement signed within 30 days |
What can increase the fee
| Factor | Added fee |
|---|---|
| Schedule C, self-employment: simple (service business, under about $50,000 in revenue) | $300 |
| Schedule C: standard (under about $250,000, vehicle, home office or some depreciation) | $550 |
| Schedule C: complex ($250,000 or more, inventory, employees or a full asset schedule) | $850 |
| Each additional Schedule C | $225 |
| Schedule A, itemized deductions | $125 |
| Schedule D, capital gains | $100 |
| Schedule E, per rental property | $150 |
| Each Schedule K-1 received | $85 |
| Each additional K-1 issued (business returns) | $100 |
| Each additional state return | $150 |
| Paid-preparer due diligence (Form 8867: EITC, child tax credit, education credit, head of household) | $75 |
| Worker-classification analysis (Form 8919) | $150 |
| Schedule L (non-profit transactions with interested persons) | $150 |
| New York CHAR500 (non-profit) | $150 |
| Rush: engaged within 14 days of the filing deadline | 25% of the total fee |
| Sales tax returns that are catch-up, late or amended, or that involve many jobs or sales in several counties | Quoted after we review your sales records |
Every income tax return has a $325 minimum fee. Bookkeeping cleanup is never folded into a return fee; it is quoted separately and only started after you approve it.
Your rights as a tax preparation customer
New York requires us to give you the Department of Taxation and Finance's Consumer Bill of Rights Regarding Tax Preparers before we discuss our services.
- Read Publication 135, Consumer Bill of Rights Regarding Tax Preparers: https://www.tax.ny.gov/pdf/publications/income/pub135.pdf
- Publication 135.1 (the posted version): https://www.tax.ny.gov/pdf/publications/income/pub135-1.pdf
- Our New York State tax preparer Certificate of Registration is available on request and posted at our office.
Questions about any fee? Call (518) 288-9981 or email srp@evergreenaccountingsolutionsllc.com.