2009 Tax Return Preparation Rates

• Level 1 is $450 and includes Federal Form 1040/ CA 540, itemized deductions such as medical, mortgage interest, property taxes, state taxes & charitable contributions. The fee also includes a recommendation for tax savings & withholding strategies for 2010.

• Level 2 is $600 and includes everything in level 1 plus up to 3 K-1 schedules and Schedules B & D for reporting interest/dividends and capital gains/losses for up to 3 brokerage statements when client provides all stock cost values.

• Level 3 is $750 and includes items in level 1 plus 2 rentals (Schedule E) or 1 simplified self employment business (Schedule C)

• Level 4 is $950 and includes items in level 1 plus a full business schedule (Schedule C), plus Home office deductions, depreciation, self employment tax, and calculated estimated tax payments for the following year.

• Level 5 - is by quote. For tax returns which have more complexity than the above levels, we will review your prior year tax returns, determine new items that need to be reported in the current tax year and quote a flat fee based on these.