2024 Introductory Pricing

Individual (1040 and one state) . . . . . . . . . . . . . . . . . . . $300 - $700

Schedule A (Itemized Deductions)

Schedule B (Interest and Ordinary Dividends)

Schedule D (Capital Gains and Losses)

Property Tax Refund or Renter's Credit

Individual with business or rental. . . . . . . . . . . . . . . . . . $900

Schedule C (Profit or Loss from Business)

Schedule E (Income and Loss from rental real estate)

Individual with additional complexity

estimate provided by request

Estates and Trusts. . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . $700

1041 Basic Trust

Estates and Trust with additional complexity

estimate provided by request

Business (Partnership and Corporation). . . . . . . . . .. . $1,800

1065 Partnership - additional hourly as required

1120 Corporation - additional hourly as required

Additional services

estimate provided by request for following services:

Payroll tax

QuickBooks bookkeeping

Compilation, Review

Tax Planning

Pricing reflects the assumption that client will provide complete documentation at time of engagement. Additional time and charges may apply if client documentation is incomplete, unclear, or ineligible. Active and monitored e-mail accounts are required for both client and spouse. Communication between Holmquist Ltd. and client will occur primarily through email, including communication through 3rd party services such as tax preparation software.