Configuration
Manage system-wide settings and reference data.
Default fee schedule for 1040 returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1040 and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1040x returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1040X and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1040nr returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1040NR and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1040nrx returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1040NRX and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for f114 returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 114 FBAR Filing | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for f114 company returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 114 FBAR Filing (Company) | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1120 returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1120 and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1120f returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1120F and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1120h returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1120H and one State Tax Return if applicable | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1120x returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1120X and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1120s returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1120S and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1120sx returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1120SX and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1065 returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1065 and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1065x returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1065X and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1041 returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1041 and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 1041x returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 1041X and one State Tax Return | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 990 returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 990 and one State Tax Return if applicable | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 990pf returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 990-PF and one State Tax Return if applicable | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Extensions for one Federal and State (additional charge for each additional state return)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 990x returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 990X and one State Tax Return if applicable | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for 990pfx returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Form 990-PFX and one State Tax Return if applicable | $ |
| Each additional State Tax Return (where applicable)* | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for pbcas sow returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for aa sow returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Audit Representation (Estimated fees) | $ |
| Amended U.S. Federal Tax Return(s) Preparation (per Return) | $ |
| Amended State Tax Return(s) Preparation (per Return) | $ |
| Support services for Audit Representation | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for csult sow returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Consultation Services (Estimated fees) | $ |
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Default fee schedule for lb sow returns. Auto-populated into new SOWs on creation and overridable per-SOW.
| Service | Est. Costs |
|---|---|
| Hourly Rates (where applicable)* — free-form (ranges allowed) | |
| Partner International Compliance | |
| Partner Domestic Compliance | |
| Manager | |
| Supervisor | |
| Experienced Associate | |
| Associate | |
| Travel Time on round trip basis | |
| Additional Services not listed | Will be quoted |
Annual Gift Tax Exclusion Amounts
| Year | Annual Exclusion Amount | Actions |
|---|---|---|
| 2026 | $19,000 | |
| 2025 | $19,000 | |
| 2024 | $18,000 | |
| 2023 | $17,000 | |
| 2022 | $16,000 | |
| 2021 | $15,000 | |
| 2020 | $15,000 | |
| 2019 | $15,000 | |
| 2018 | $15,000 | |
| 2017 | $14,000 | |
| 2016 | $14,000 | |
| 2015 | $14,000 | |
| 2014 | $14,000 | |
| 2013 | $14,000 | |
| 2012 | $13,000 | |
| 2011 | $13,000 | |
| 2010 | $13,000 | |
| 2009 | $13,000 | |
| 2008 | $12,000 | |
| 2007 | $12,000 | |
| 2006 | $12,000 | |
| 2005 | $11,000 | |
| 2004 | $11,000 | |
| 2003 | $11,000 | |
| 2002 | $11,000 | |
| 2001 | $10,000 | |
| 2000 | $10,000 | |
| 1999 | $10,000 | |
| 1998 | $10,000 | |
| 1997 | $10,000 |
Source: IRS. Used to auto-populate gift tax amounts in F1040 SOW documents.
Charged on top of the engagement fee when a client pays by card. Applied per engagement via a toggle on the Payment step; bills already saved keep the rate they were saved with.
| Setting | Rate |
|---|---|
| Technology fee | % |