Individual Income Tax Return - Accounting_ Tax Preparation

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					Allen & Company, PC Individual Income Tax Return Preparation Services Price Quote Worksheet

Instructions: Enter the number of expected items to be addressed in preparing the income tax returns. You may wish to refer to your previous year's income tax returns as a guide in estimating the number of items to be considered for the current year. Note that our fee is only an estimate based on the accuracy of the information you provide. Our final fee will be based on the actual number of items addressed and the value ultimately provided. You will see a preliminary fee estimate at the bottom of this worksheet. Please submit a New Individual Customer Application if you would like to become a member and have us prepare your income tax returns. E-mail Address:

Description Income Forms W-2 (Wages, Salaries, Tips, etc.) Forms 1099-INT (Taxable Interest - First 5 Transactions) Excess of 5 Transactions Forms 1099-DIV (Ordinary Dividends - First 5 Transactions) Excess of 5 Transactions Alimony Received Business Income or Loss Forms 1099-B (Capital Gain or Loss - First 5 Transactions) Excess of 5 Transactions Sale of Business Property Profit or Loss from Farming Forms 1099-R (IRA Distributions) Forms 1099-R (Pensions and Annuities) Rental Real Estate Royalties Partnerships, S Corporations, Trusts, etc.) Farm Income or Loss Unemployment Compensation Forms SSA-1099 (Social Security Benefits) Other Income Adjusted Gross Income Educator Expenses Forms 5498-SA (Archer MSA Deduction) Forms 1099-SA (Health Savings Account Deduction) Moving Expenses Self-employed SEP, SIMPLE, and Qualified Plan Contributions Self-employed Health Insurance Deduction Alimony Paid IRA Deduction


Number of Documents

1040 Sch. B Sch. B Sch. B Sch. B 1040 Sch. C Sch. D Sch. D 4797 Sch. F 1040 1040 Sch. E, p. 1 Sch. E, p. 1 Sch. E, p. 2 Sch. F 1040 1040 1040

1040 8853 8889 3903 1040 1040 1040 1040

Description Student Loan Interest Tuition and Fees Deduction Jury Duty Pay Given to Employer Domestic Production Activities Deduction Itemized Deductions Medical and Dental Expenses Prescription Medicine and Drugs Doctors, Dentists, and Nurses Hospitals and Nursing Homes Insurance Premiums Out-of-Pocket Lodging and Travel Expenses Taxes State Income Taxes Real Estate Taxes Ad Valorem Taxes Interest Forms 1098 (Home Mortgage Interest) Investment Interest Gifts to Charity Cash Contributions (First 5 Transactions) Excess of 5 Transactions Non-Cash Contributions (Less than $500 - First 5 Transactions) Excess of 5 Transactions Non-Cash Contributions (Over $500 - First 5 Transactions) Excess of 5 Transactions Casualty and Theft Losses Miscellaneous Itemized Deductions Unreimbursed Employee Expenses Tax Preparation Fees Other Expenses (Investment, Safe Deposit Box, etc.) Taxes and Credits Alternative Minimum Tax Interest from Private Activity Bonds Excluded from Regular Tax Qualified Small Business Stock Excluded from Regular Tax Exercise of Incentive Stock Options (Excess of AMT over Reg.) Circulation Costs Research and Experimental Costs Intangible Drilling Costs Foreign Tax Credit Credit for Child and Dependent Care Expenses Credit for the Elderly or Disabled Education Credits Retirement Savings Contribution Credit Residential Energy Credit

Form 1040 8917 1040 8903 Sch. A

Number of Documents


8283 8283 4684 2106


1116 2441 Sch. R 8863 8880 5695

Description Child Tax Credit Other Credits General Business Credit Credit for Federal Tax Paid on Fuels Credit for Prior Year Minimum Tax Additonal Tax on IRAs, Other Qualified Retirement Plans, etc. Household Employment Taxes Earned Income Credit Excess Social Security and Tier 1 RRTA Tax Withheld Additional Child Tax Credit Other Forms Amended U.S. Individual Income Tax Return (Minimum) Estimated Payment Vouchers Income Averaging for Farmers and Fishermen Claim for Refund and Request for Abatement Reduction of Tax Attributes Due to Discharge of Indebtedness Application for Tentative Refund Statement of Person Claiming Refund Due a Deceased Taxpayer Multiple Support Declaration Underpayment of Estimated Tax by Individuals, Estates, Trusts Underpayment of Estimated Tax by Farmers and Fishermen Application for Extension of Time to File U.S. Income Tax Return Foreign Earned Income Power of Attorney and Declaration of Representative Application for Change in Accounting Method (Minimum) Qualified Rehabilitation Expenditures Credit Social Security and Medicare Tax on Unreported Tip Income Recapture of Investment Credit Request for Copy of Tax Returns Depreciation and Amortization (Initial Cost Basis Set-up Each) Depreciation and Amortization (Subsequent Updating Each) Farm Rental Income and Expenses Substitute for Form W-2, Form 1099R Application for Automatic Extension of Time to File Tax on Accumulation Distribution Trusts Tax on Lump-Sum Distributions Information Return of U.S. Persons with Respect to Foreign Corp. Work Opportunity Credit At-Risk Limitations Installment Sale Income (First Year) Installment Sale Income (Subsequent Years) Credit for Alchol Used as Fuel Credit for Increasing Research Activites Gains and Losses from Sec. 1256 Contracts and Straddles Notice of Inconsistent Treatment or Administrative Adjustment Disclosure Statement

Form 8901 3800 4136 8801 5329 Sch. H Sch. EIC 1040 8812

Number of Documents

1040X 1040-ES Sch. J 843 982 1045 1310 2120 2210 2210-F 2350 2555 2848 3115 3468 4137 4255 4506 4562 4562 4835 4852 4868 4970 4972 5471 5884 6198 6252 6252 6478 6765 6781 8082 8275

Description Release of Claim to Exemption for Child of Divorced Parents Injured Spouse Allocation Mortgage Interest Credit Passive Activity Loss Limitations Low-Income Housing Credit Asset Acquisition Statement Nondeductible IRAs Recapture of Low-Income Housing Credit Tax for Children with Investment Income Interest Computation Under the Look-Back Method Parents' Election to Report Child's Interest and Dividends Exclusion of Interest from Series EE and I U.S. Savings Bonds Orphan Drug Credit Tax Information Authorization Change of Address Like-kind Exchanges Disabled Access Credit Expense for Business Use of Home Treaty-Based Return Position Disclosure Qualified Electric Vehicle Renewable Electricity, Refined Coal, and Indian Coal Prod. Credit Qualified Adoption Expenses Empowerment Zone and Renewable Community Employ. Credit Indian Employment Credit Credit for Employer Social Security and Medicare Taxes Paid Pre-Screening Notice and Certification Request for the WOC Request for Innocent Spouse Relief District of Columbia First-Time Homebuyer Credit Welfare-to-Work Credit Information to Claim Earned Income Credit After Dissallowance Bio-Diesel and Renewable Diesel Fuels Credit Paid Preparer's Earned Income Credit Worksheet Credit for Small Employer Pension Plan Startup Costs Credit for Employer-Provided Child Care Facilities and Services Health Coverage Tax Credit Reportable Transaction Disclosure Statement Direct Deposit of Refund to More Than One Account U.S. Information Return for Beneficiaries of Certain Canadian Reg. Information on Qualifying Children Who Are Not Dependents Nonconventional Source Fuel Credit Energy Efficient Home Credit Energy Efficient Appliance Credit Alternative Motor Vehicle Credit Qualified Hurricane Retirement Plan Distributions and Repayment Uncollected Social Security and Medicare Tax on Wages Installment Agreement Request Application for Employer Identification Number Employee's Withholding Allowance Certificate

Form 8332 8379 8396 8582 8586 8594 8606 8611 8615 8697 8814 8815 8820 8821 8822 8824 8826 8829 8833 8834 8835 8839 8844 8845 8846 8850 8857 8859 8861 8862 8864 8867 8881 8882 8885 8886 8888 8891 8901 8907 8908 8909 8910 8915 8919 9465 SS-4 W-4

Number of Documents

Description Application for IRS Individual Taxpayer Identification Number Report of Foreign Bank and Financial Accounts IRS e-File Signature Authorization Georgia Income Tax Return Individual Income Tax Return Amended Individual Income Tax Return Underpayment of Estimated Tax by Individuals/Fiduciary Estimated Payment Vouchers State of Georgia Individual Credit Form Other State Income Tax Returns

Form W-7 TD F 90-22.1 8879

Number of Documents

500 500X 500 UET 500-ES IND-CR

Extended Price Range Estimate: to