Pricing

Above you will find a printable handout that depicts this year’s Federal 1040 charge by form. Please keep in mind, that all pricing is for the current year and is a base rate for Federal returns. This list does not include State 1040, or the previous year’s pricing. Each State’s 1040 pricing varies on the Filing State and the complexity of that state’s return; although basic State returns are typically included with the Federal 1040 rate prices, any additional fee is due to a very complex return.

If you are in a state that requires you to file a State Return, please contact me for your state’s charge-by form document. Again, the pricing on the pricing sheets are a base rate and are subject to change based on the complexity of the return. If any additional fee is to be applied, the client will know in advance an estimate of the price for the additional services rendered.

Examples of services that may require an additional fee/rate are as follows: receipt collection and calculation, final expense calculations, bookkeeping related services, contacting the IRS for client inquiries, complex returns that may require 2 or more additional schedules, a late or unresponsive client(s), filing of cryptocurrency trade/transactions, last minute filing requests, etc.

There is also a $220 RUSH RATE which is applied to clients who reach out and want services 72 hours before the April 15th, 2024 deadline to fill out organizers, respond to messages, or even file. Legacy First Financial Services takes pride in being thorough and accurate when filing returns so that there is no delay. Therefore, please keep this rule in mind as we go through this year’s filing season.