Fee Structure

Fee Structure

The Advantage Tax basic fee of $119 includes:

• (1) Federal 1040 (Long form)
• (1) Schedule A Itemized Deductions

Additional fees are based on the forms required to complete your return. Common additional fees include:

• $30 – State Tax Return – $40 for the additional State Tax Returns
• $10 – Joint Return Fee

A complete list of fees can be found on our online and print organizers.

Approximately 70% of our clients have basic returns that are filed for the $119.00 Federal fee. We can keep our basic fee low by charging only for those forms that require additional computations and that apply to only a few of our clients. The fees for these additional are listed on the back of our Client Organizer. These amounts are for the “basic” return; if you have a more complex situation, additional fees may apply.

A processing fee of $30.00 for all returns postmarked after March 15th is applied to the total fee. This additional fee is intended as a motivation for you to get your information to us early. The sooner you get your information into us – the sooner you will receive your refund!

Note:  The base fee for a Schedule D is $20.00. This includes 3 entries. Each additional entry is $3.00.

Administrative Fees Will Apply for More Complex Returns.