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