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FEE SCHEDULE AND DISCOUNTS FOR 2014 TAX RETURNS ONLINE FEES WE WILL REVIEW YOUR RETURN BEFORE FILING FREE SIMPLE RETURN ($9.95 STATE) (1040 E-Z) $9.95 DELUX RETURN (14.95 STATE) (1040 -A) $35.95 PREMIUM EDITION ($19.95 STATE) (FULL 1040) STATES (ONE CHARGE FOR AS MANY AS NEEDED) IN OFFICE PREPARATION FEES FORM 1040 *FOR 2015 A MINIMUM $15.00 FLAT FEE ADDED FOR HEALTHCARE $80.00 *BASIC RETURN WITH NC $25.00 SPOUSE (w/ 1 W-2) $10.00 ADDITIONAL W-2’s OR 1099’S $15.00 PER CHILD DEPENDENTS $40.00 ADULT DEPENDENTS $100.00 EARNED INCOME CREDIT $25.00 1040 ADJUSTMENTS $50.00 ADDITIONAL STATE(S) SIMPLE $75.00 ADDITIONAL STATE(S) COMPLEX $150.00 STATE(S) REQ’D STATE PREP $25.00 FORM 2441 CHILD CARE $5.00 1099-G UNEMPLOYMENT $25.00/ 15 MIN ADDITIONAL FORMS $25.00 SIMPLE SCH A $50.00 COMPLEX SCH A $50.00 SIMPLE 2106 EMPLOYEE EXPENSES $100.00 COMPLEX 2106 EMPLOYEE EXPENSES $30.00/STUDENT EDUCATION CREDITS $50.00 ENERGY CREDITS $20.00 ADDITIONAL TAX RETIREMENT $50.00 ADDITIONAL TAX EXCEPTIONS (FM 5329) * FREE DEPENDENT RETURNS * PAYMENTS (OUR "IN HOUSE" PAY FROM YOUR REFUND OPTIONS-PaFoR) 5% PROCESSING ADDED FOR CARDS, PAYPAL $50.00 POST-DATED CHECK $50.00 DEBIT CARD CHARGE AFTER REFUND PAY ON ACCOUNT- $100.00 *A BASIC RETURN IS 1-PERSON OR MARRIED, W-2 INCOME, NO DEPENDENTS AND LESS THAN $500.00 ADDITIONAL INTEREST INCOME AND LESS THAN $100,000.00 TOTAL INCOME FINE PRINT OUR SATELLITE OFFICES MAY HAVE OTHER DISCOUNTS OR DIFFERENT FEE SCHEDULES WE PROVIDE SERVICES AT FREE OR REDUCED RATES FOR CERTAIN INDIVIDUALS THAT MEET OUR REQUIREMENTS*** *We will do our best to honor these discounts and refunds. THIS Program may be discontinued without notice! *WE RESERVE THE RIGHT TO APPLY DISCOUNTS OR REFUNDS TO 2014 TAX PREPARATION FEES. WE WILL DO OUR BEST TO ATTACH A SAVINGS OR CREDIT VOUCHER TO YOUR ACCOUNT FOR THIS DISCOUNT. If we FORGET, please do not hesitate to remind us of these agreements. *IF YOU FAIL TO RECEIVE ANY DISCOUNT PLEASE MENTION THIS TO US WE WILL SEE THAT YOU RECEIVE THE DISCOUNTS YOU HAVE EARNED |
SCH B/C/F/E FEES Interest and dividends (Sch B) Business (Sch C) Farm (Sch F) Rentals (Sch E) $30.00 SCH B/C/F/E $50.00 BASIC SCH B/C/F/E $75.00 COMPLEX SCH B/C/F/E $100.00/ $100,000.00 GROSS SCH B/C/F/E $10.00 1099-MISC $30.00 DEPRECIATION SCHEDULE $20.00 PER ITEM $40.00 HOME OFFICE (FM 8829) $10.00/10,000 MILES LOG REQUIRED $30.00/10,000 MILES CREATE LOG FROM YOUR INFORMATION CORPORATE, PARTNERSHIP AND OTHER ENTITIES PREPARED FROM YOUR INFORMATION! (SEE BOOKKEEPING FEES FOR ADDITIONAL WORK BEYOND TAX PREPARATION) $100.00 BUSINESS INFORMATION PLUS $1,000.00/ 100,000.00 GROSS INCOME PAYROLL $200.00 PER EMPLOYEE ($50,000.00 MAX) $50.00/ EACH $10,000.00 ADDITIONAL $10.00 PER PAYROLL CHECK 1099’S $20.00 1099 $5,000.00 MAX $20.00 PLUS $10.00/$10,000.00 ADDITIONAL $100,000.00 MAX $120.00 PLUS $50.00/ $100,000.00 ADDITIONAL OVER $100.000.00 BOOKKEEPING AND TAX ORGANIZATION $20.00 PER HOUR ORGANIZING RECEIPTS $100.00/$10,000.00 GROSS $100,000.00 MAX $1,000.00 PLUS $50.00/$10,000.00 OVER $100,000.00 $5.00 PER CHECK DISBURSED ***MISC FEES: we may charge additional fees for actual costs such as for postage, audits, printing, travel, etc for items not related to tax preparation WE MUST BEGIN CHARGING $50.00 PER HOUR FOR PROBLEMS THAT OTHER PREPARERS CREATE. WE HAVE OFFERED THESE SERVICES FREE IN THE PAST. *IF YOU FAIL TO RECEIVE ANY DISCOUNT PLEASE MENTION THIS TO US WE WILL SEE THAT YOU RECEIVE THE DISCOUNTS YOU HAVE EARNED |
DROP OFF 24/7 IN A LOCKED MAIL BOX BY OUR OFFICE DOOR PUT YOUR INFO IN THE BOX US THE KEY IN THE BOX TO LOCK THE BOX PUT KEY BACK IN THE BOX THROUGH THE LETTER SLOT LEAVE YOUR INFORMATION AT ONE OF OUR SATELLITE OFFICES IN GREENHILL OR FOREST CITY USE US MAIL, FED EX, OR UPS TO MAIL YOUR INFORMATION E-MAIL YOUR INFORMATION TO BURNSFINANCIAL@BELLSOUTH.NET (SEND TEST EMAIL FIRST) FAX YOUR INFORMATION TO: (828) 287-9789 MAKE SURE YOU DON'T FAX TO THE WRONG NUMBER TEXT A PICTURE AND/OR INFORMATION TO 828-980-3785 TEXT PICTURES OF YOUR W-2'S AND 1099'S. OTHER INFORMATION YOU CAN USE TEXT NEW CUSTOMERS MUST TEXT A PICTURE OF YOUR DRIVER'S LICENSE AND SOCIAL SECURITY CARD SECURE PORTAL: WE WILL USE A ‘CLOUD’ ACCOUNT AND YOU CAN UPLOAD YOUR INFO DIRECTIONS FOR SECURE PORTAL CONTACT US SO WE CAN SET UP AN ACCOUNT FOR YOU YOU WILL RECEIVE AN E-MAIL WITH DIRECTIONS FOR ACCESSING YOUR ACCOUNT UPLOAD YOUR INFORMATION NEW CUSTOMERS MUST INCLUDE A PICTURE OF YOUR DRIVER'S LICENSE AND SOCIAL SECURITY CARD WE WILL COMPLETE YOUR RETURN AND UPLOAD TO YOUR "CLOUD" ACCOUNT YOU CAN ACCESS YOUR RETURN AT YOUR CONVENIENCE SIGN YOUR DOCUMENTS AND UPLOAD WE WILL PULL THE SIGNATURE DOCUMENTS ARRANGE PAYMENT PAYPAL, DEBIT OR CREDIT CARD, CHECK OR CASH WE WILL THEN FILE YOUR RETURN IF YOUR THE IRS REJECTS YOUR E-FILED RETURN, WE WILL MAKE CORRECTIONS AND PROVIDE A PAPER COPY FOR FILING |
| LET US DO THE WORK NEVER LEAVE HOME SEE YOUR OPTIONS BELOW |
| TIPS FOR TEXTING PICTURES |
| Most modern smart phones take excellent pictures. If you will take the picture in a well-lit room and avoid shadows, pictures should be pretty good. Square the photo up with the edges of your screen, hold steady and snap. Preview the picture by stretching to see the fine print. If the form does not fit exactly, we can crop or rotate if need be. MAKE SURE NOT TO VIDEO THE DOCUMENT! To the left is bad examples and to the right is a pretty good job. Thumbnails are at the bottom right so you can see the detail and edits. |
| PAYMENT OPTIONS: PAYMENT IS DUE WHEN SERVICES ARE RENDERED; HOWEVER' WE UNDERSTAND THAT YOU MAY NEED TO WAIT FOR YOUR REFUND. OUR RATES WILL INCREASE 10-30% THIS YEAR DUE TO THE ACA "OBAMACARE" AND INCREASED REGULATIONS PASSED BY CONGRESS, SIGNED BY THE PRESIDENT AND IMPLEMENTED BY THE IRS. I'M SORRY BUT TIME AND AGGREVATION IS DOUBLING EVERY YEAR. in 2014 we ate the difference,but his year we must charge for the extra time and more than anything the aggrevation. GENERALLY, WE ARE ADDING A MINIMUM FLAT FEE OF $15.00 FOR HEALTHCARE FORMS. THESE OPTIONS ARE FREE POST DATED CHECK: WRITE A CHECK AND WE WILL HOLD THE CHECK UNTIL WE VERIFY YOUR REFUND HAS BEEN DEPOSITED CARD OPTION: WE WILL KEEP YOUR CREDIT OR DEBIT CARD INFORMATION SECURE UNTIL WE VERIFY YOUR REFUND PAYMENT "ON ACCOUNT": WE WILL BILL AT THE TIME WE VERIFY YOUR REFUND HAS BEEN DEPOSITED. WE WILL ADD AN ADDITIONAL 1.5% INTEREST EACH MONTH OR PORTION THEREOF THE BILL IS NOT PAID. BUSINESS ACCOUNTS: WILL BE BILLED NET 30. A 10% DISCOUNT APPLIES TO BILLS PAID WITHIN 10 DAYS OF INVOICE ADVANCE PAYMENT DISCOUNT: OUR RATES WILL INCREASE 10-30% THIS YEAR BECAUSE OF THE ADDITIONAL WORK DUE TO THE ACA OR "OBAMACARE. TIME AND PAPERWORK WILL INCREASE 25-50% WHILE AGGREVATION WILL INCREASE 100% OR MORE. TO AVOID THESE ADDITIONAL COSTS YOU CAN ADD 10% TO YOUR LAST YEAR'S BILL AND YOUR BILL WILL BE PAID IN FULL BASED ON THE SAME FORMS FILED LAST YEAR INCLUDING "ACA" PAPERWORK. *IF YOUR RETURN IS SUBSTANTIALLY MORE OR LESS YOU WILL RECEIVE A REFUND OR AN ADJUSTMENT! PLATINUM RATES STILL APPLY. PAST CUSTOMERS AND REFERRED CUSTOMERS WILL RECEIVE ABOUT A 10% INCREASE FOR YOUR 2015 TAX RETURN FOR A COMPARABLE TAX RETURN INCLUDING ACA FORMS. THIS INCREASE IS NOT APPLIED TO "ADVANCE PAYMENT" CUSTOMERS. PLEASE SEND ONLINE CUSTOMERS TO OUR WEBSITE TO CHOOSE OUR TAX PREPARATION SERVICES. THIS INCOME WILL HELP OFFSET ANY FUTURE INCREASES IN FEES. |
| FEES AND SERVICES |