How to charge for tax preparation
How much do we charge?
Our fees are based on the complexity of your tax return. We have a posted fee schedule readily available to the public at all of our offices. In general, we charge a fixed price for each tax form and worksheet used in the preparation of your tax return. For certain items like stock sales and depreciation, a per-item charge also applies. In general, we do not charge for line-items which is a common practice of most other tax preparation companies.
Oregon Laws Governing Pricing Disclosure
Oregon Licensing Laws governing advertising and pricing state:
"No licensee shall give or offer to give a discount unless:
- The discount is based upon a conspicuously posted basic fee schedule at the licensee's place of business; and
- The fees on the posted basic fee schedule are the usual and customary charges of the business; and
- The posted basic fee schedule is made available to the general public."
The purpose of this
rule is to ensure income tax services which advertise discounts to attract customers fairly and openly disclose their pricing. In accordance with these laws, Pacific Northwest Tax Service makes every effort to openly and fairly disclose our pricing. We believe it is the responsibility of all licensed tax professionals to adhere to the Code of Conduct set forth by the Oregon Board of Tax Service Examiners. Click here for a link to the Tax Board's rules governing the coduct for tax professionals in Oregon.
Individual Tax Return Preparation Fees
Our fees are generally form-based. For example, if your tax return includes Form 1040, Schedule A, and Oregon Form 40, we would charge a fixed price for each these forms.
For 2011 our fee for Form 1040 is $164, Schedule A is $54 and Oregon 40 is $39 for a total preparation fee of $257.
Below is a table which outlines some of the most common tax return situations and our fees for preparing forms associated with these returns.Source: www.pnwtax.com