How to use our Price Estimate Worksheet:
Read each line item of the worksheet and determine if you feel the Form described might apply to you. Put a check mark in the column next to the form name and description. If you are reporting sale of stock we will need to know how many sales are shown on your Form 1099B brokerage statement.
The Price Estimate Worksheet is divided into the following sections:
- Federal Forms & Schedules
- State and Local Forms & Schedules
- Additional charges.
Federal Forms and Schedules
Forms shown under the heading of Long Form 1040 require use of Long Form 1040. Forms shown under the heading of 1040A or EZ (Taxable Income under $100,000) can be filed using the short form.
State and Local Forms & Schedules
We can prepare your federal only, or if you wish. we can also prepare your state tax return. In general, we must prepare your federal tax return before we can prepare your state tax return, therefore we do not prepare state-only tax returns.
Additional Charges
In general, our form fees are our total charges.
If you would like to apply for a refund loan, additional bank charges and loan application fees apply.
If you would like us to prepare a business profit and loss as a part of preparing your tax return, a fee of $60 per hour will apply.
Price Estimate Worksheet (pdf)
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Federal Forms & Schedules |
IRS Reporting Form you may have received |
I need this Form "Y" or "N"
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Estimated fee per form
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| 1040A or EZ (Taxable Income under $100,000) |
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| B Interest or Dividend income is over $1500 (This form is required if your interest or dividend income exceeds $1500 for the year.) | Form 1099 INT or 1099 DIV | ||
| EIC Earned Income Credit (You may be eligible for this credit if your child lived with you, you worked and you earned less than $43,000 ($48,000 of married) for the year.) | You must have wage or self employment income | ||
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L Standard Deduction for Certain Filers (If you are NOT itemizing on Sch A, this form is |
You must have paid property taxes, purchased a new vehicle. |
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| M Making Work Pay Credit (You need this form if you worked for pay or had self employment income. Your income must be less than $95,000 if single or $190,000 if married filing jointly.) |
You must have wage or self employment income | ||
| R Credit for Elderly or Disabled (This is a rare credit that few filers qualify for) |
Form 1099R
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| 2441 Childcare Credit (You may be eligible for this credit if you paid for child care so you could go to work or to school.) |
You must have wage or self employment income
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| 8812 Additional Child Tax Credit (You may be eligible for this credit if you have children under the age of 17 and you have moderate to low income.) |
You must have wage or self employment income
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| 8863 Education Credits (You may be eligible for this credit if you or your dependent attended higher education classes and your income is less than $80,000 if single or $160,000 if married. ) |
Form 1098T
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| 8880 Retirement Savings Credit (You may be eligible for this credit if your income is less than $50,000 and you contributed money to your IRA or 401K plan) |
You made a contribution to your IRA or there is an amount in Box 12 of your W2
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| Long Form 1040 |
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| A Itemized Deductions (This form is required if wish to claim deductions for home mortgage interest, property or income taxes, casualty losses, gifts to charity, employee busyness expenses or gambling losses. You may benefit from itemizing on your Oregon return even if you do not have enough deductions for your federal return.) |
Form 1098 Mortgage interest statement
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| C or F Self-Employment/Farm Income (If you have a net profit from your business you must also file Schedule SE. If you purchased equipment or furniture you must also attach Form 4562 to your return). |
1099 MISC
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| C-EZ (If you are self employed and your business expenses are less than $2500 you may qualify to use this short form instead of the full Schedule C.) |
1099 MISC
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| D Capital Gain/Loss (If you sold stocks, bonds, rental property, investment property you must file this form. You may be required to file this form if you exercised stock options at work, sold your home or sold personal property. There is a per item charge for this form of $3 per sale which is added to the form charge.) |
1099 B or 1099 S
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| E Rental Property or Royalty Income (Charge is per property) (If this is the first year you are reporting rental income or if you made improvements to your rental property, you will also be required to file Form 4562) |
1099 MISC (rental receipts)
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| E Page 2 K-1 Income (Charge is per entity) If you are an owner or beneficiary of a Partnership, S-Corporation, Trust or Estate, you should receive Schedule K-1 reporting your share of income. Schedule E Page 2 is a required form if you received a K-1. Other forms and schedules may be required depending upon the types of income, deductions and credits being passed through to you on your Form K1) |
K-1
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| SE Self-Employment Tax (If you are self employed and had a profit of $400 or more, this form is required. You will also need to attach Schedule C) |
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| Form 982 Home Forclosure or Insolvency (If you had cancelled or forgiven debt or if you lost your home in a foreclosure, you may need to file this form.) |
1099 C or 1099 A
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2106 Employee Business Expenses (Must be filed with Schedule A. If you are claiming office use of home or if you purchased assets such as furniture or office equipment, you may also need to attach Forms 8829 and/or 4562 ) |
W2
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| 2210 Underpayment of Tax (If you owe more than $1,000 when you file your return, or if you made estimated tax payments, you may need to file this form) |
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| 3903 Moving Expenses (You may be able to deduct moving expenses if you moved more than 50 miles and you went to work from your new home.) |
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| Form 4137 or 8919 Uncollected Social Security and Medicare Tax on Wages (If you received allocated tips, failed to report tips to your employer, or if your employer paid you cash for services but did not withhold taxes, you are required to file this form.) |
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| 4562 Depreciation (+ $3 per item) (This is a required business form which must be used when an new asset such as a computer is placed in service in your business or rental property) |
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| 4797 Sold Business Assets (+ $3/sale) (This form is required if you sold rental property, business use car, or other business assets. It is likely Schedule D may also be required if you file this form) |
1099S
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| 4684 Casualty or Theft Loss (If you suffered a personal loss due to a sudden event or theft you may be able to claim your loss. This form must be filed with Schedule A) | |||
| 5329 Early Withdrawal Penalty (If you took an early withdrawal from any IRA or pension plan, you may be required to file this form.) |
1099R
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| 5405 First Time Home Buyer Credit (if you purchased a new home and you did not previously own another home within 3 years of buying your new home, you may qualify for this credit.) | |||
| 5695 Residential Energy Credit (If you installed new energy efficient windows, doors, insulation, solar water heater, on demand hot water heater, metal roof, fuel cell device, solar water heater, on-demand hotwater heater, high efficiency furnace or heat pump you may qualify for this credit.) | |||
| 6251 Alternative Minimum Tax (You might be required to file this form if your income is over $100,000) | |||
| 8283 Non-Cash donations to charity valued at more than $500 (If you gave personal belongings or stock to charity and the value of your donation is greater than $500, you must attach this form to your return. If you file this form you must also use Schedule A.) |
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| 8615 Kiddie Tax (If you are child under age 18 with more than $1,600 of investment income, you may need to file this form) |
Dependent received 1099 INT or 1099 DIV
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| 8829 Office in the Home (If you are claiming office use of home, you must attach Schedule C) |
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| 8910 Hybrid Car Credit (This form is used in the year you purchased a new Hybrid car) |
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| Other forms |
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| State and Local Forms & Schedules |
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| Oregon 40s, 40, 40N, 40P |
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| WFC Working Family Childcare Credit (If you are low income and you paid for child care to go to work or school, you may qualify for this credit) |
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| SP Business License (If you are self employed and did business's inside the City of Portland or Multnomah County, you may be required to file this Form.) |
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| TM Tri-Met (If you are self employed and did business inside Multnomah, Washington, Clackamas or Lan Counties you may be required to file this form.) |
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| Out-of-State Return (If you had income from any state outside Oregon or if you moved to or from Oregon during the year , you may be required to file an out of state tax return.) |
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| Other state forms |
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| Other Charges |
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| BBT R/T or Loan Fee |
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| Bookkeeping rate (If you would like us to prepare a business profit and loss for your business or rental property, a bookkeeping rate may apply.) |
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| Total Estimated Fee |