- Level 1  is $465 and includes Federal Form 1040/ CA 540, itemized deductions such as medical, mortgage interest, property taxes & charitable contributions. The fee also includes a recommendation for tax savings & withholding strategies for 2010.

- Level 2  is $680 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 $840 and includes items in level 1 plus 2 rentals (Schedule E) or 1 simplified self employment business (Schedule C)

- Level 4  is $1,100 and includes items in level 1 plus one 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.

- Additional Services –
• Tax projection: W-4 calculation for next year with 1 change scenario. $300.00

•  For RDP taxpayers with a second federal tax return, or any taxpayer with a 2nd state tax return add $125.