Please reach us at stephenbjordan50@gmail.com, or call/text (603) 508-0124, if you need an answer to your question.
Tax Activity - Detailed (in USD)
- Form 1040 - W-2 Wages
- 250 Base Price
- +50 EITC
- +50 CTC
- 250 Base Price
- Independent Contractor/Sole Prop
- Sch C/1099-NEC recipient
- +100
- Sch C/1099-NEC recipient
- Rental Property
- Sch E
- +100/Rental unit
- Sch E
- State flat rate
- +50/state
- All 50 States
- +50/state
- Itemized Deduction
- Sch A
- +50
- Sch A
- Investment Activities
- +50/Schedule
- Sch B
- 1099-INT
- 1099-DIV
- Sch D
- Stock Sales 1099-B
- RSU grants W-2
- Sch K-1
- 1065/1120-S/1041
- Home Sale
- Form 2119
- 1st-Time Home Purchase
- -0-
Stephen B. Jordan, EA has 40+ years experience working with:
- Individual 1040 clients, and
- Small business clients in industries such as:
- §501(c) Non-Profit
- 24-Hour Recovery & Towing
- Acoustical Ceilings & Interior Finish
- Antique Sales
- Architectural Millwork
- Automobile Leasing Company
- Automotive Body Repair Shop
- Automotive Parts Store
- Automotive Repair Shop
- Automotive Tools Distribution
- Barber Shop
- Beauty/Hair Salon
- Bicycle Shop
- Cannibis Budtender
- Cast Iron Products Foundry
- Cellular/2-Way Radio Tower Space Leasing & Repeater Service
- Chiropractor
- Cobbler/Shoe Repair
- Coffee Cafe
- Coffee Roasters International Sales
- Collectibles & Gift Shop
- Computer Repair Shop
- Construction & Demolition
- Consulting Engineer
- Convenience Store/Bodega
- Cosmetic Sales
- Cruise Management
- Custom Automobile Sound Systems/Radio Installation
- Dance Studio
- Dart Store Outlet
- Dental Prosthetist (Denture Maker)
- Dentistry
- Drywall/Sheetrock
- Electrician
- Electrostatic Painting, Reglazing, & Porcelain Patch
- Embroidery Specialist
- Entertainer
- Environmental OSHA Construction & Demolition Contractor
- Esthetician
- European Antique Car Restoration
- Event/Venue Planning
- Executive Search
- Exotic Dancer
- Farmer
- Financial Services Consultant/Investment Advisor
- Fire Alarm Manufacturer
- Fitness Equipment Repair Service
- Fitness Equipment Store
- Floor Covering Store
- Flooring
- Florist
- Gardener
- Gas Station
- Glazier
- Healthcare
- Heating Oil Delivery
- Hobby Toy Store
- Horticulturist
- HVAC
- Hydroelectric Company
- Industrial Shelving Installation
- Insurance Broker
- Interior Foliar Systems
- International Collection Agency
- Internet Marketing
- IT
- Janitorial
- Jeweler
- Landscaper
- Laundry & Linen Service
- Law Office
- Liquor (Package) Store
- Locksmith
- Machine Shop
- Massage Therapy
- Material Handling
- Mechanical Conveyor Assembly & Installation
- Membrane Keyboard Manufacturing
- Mental Health Counselor
- Military Miniatures Store
- Mobile Pressure Washing
- Millwright
- Modular Home Builder
- Noxious Plant Expert (Poison Ivy Removal)
- Nursery/Garden Center
- Over-the-Road Trucker
- Packaging & Moving Service
- Painting
- Para-Medical Resources (Ambulance Service)
- Partition Systems - Sales & Installation
- Pizza Parlor
- Plumbing
- Pool & Spa Service & Supply
- Popcorn Store
- Print Shop
- Printed Circuit Board (PCB) Manufacturing
- Professional Consultant
- Professional Bookkeeper
- Realtor
- Realty Trust
- Recycled Asphalt Manufacturing
- Rental Property
- Restaurant
- Rigger Mover
- Screen Printing
- Software Developer
- Specialty Contractor
- Storage Systems & Equipment - Sales & Installation
- Taxi Cab Company
- Toy Game Company
- Tradesmen
- Transmission Repair Shop
- Travel Agency
- Tree Service
- Truck Repair Shop
- Trucking & Shipping Container Transport Services
- Used Car Dealer
- Used Industrial Equipment Salvage & Sales
- Vending Machine Operator
- Water Quality Testing (Radon/Atomic Absorption/Trace Minerals)
- Welding & Fabrication
- Windows, Doors, & Vinyl Siding Replacement
- Wireless Telecommunications Engineer, and
- a 'garden salad' of diverse industries du jour.
- Adoption Tax Credits
- Alien Clearance
- Alimony Income
- Amended Returns
- Annuity Income
- Basis of Property
- Basis of Stocks and Bonds
- Casualty and Theft Losses (Non-business)
- Capital Gains and Losses (Sale of Assets)
- Charitable Contributions
- Child and Dependent Care Expenses
- Child Tax Credit/Credit for Other Dependents
- Credit for the Elderly/Disabled
- Dependents
- Disaster Relief Payments
- Dividends And Other Corporate Dividends
- Earned Income Credit
- Extension to File
- Education Credits (American Opportunity, HOPE and Lifetime Learning Credits and Tuition and Fees Deduction)
- Education Savings Bonds
- Estimated Tax Payments
- Exemptions - Personal and Spousal
- Federal Tax Deposit (including EFTPS)
- Filing Requirements (Who Must File)
- Filing Status
- First Time Homebuyer Credit
- Foster Care Payments
- Gambling Winnings and Losses
- General Employers (Forms 941/944)
- Heavy Highway Vehicle Use Tax Return (Form 2290)
- Household Employment Taxes for Wages
- Individual Retirement Accounts (IRA)
- Individual Taxpayer Identification Number (ITIN)
- Injured Spouse
- Innocent Spouse
- Interest Income
- Medical and Dental Expenses
- Mortgage Interest and Points Deduction
- Moving Expenses
- Non-Resident Alien (Alien Status Determination only)
- Other Income
- Penalties
- Pension Income
- Personal Property Tax Deduction
- Qualified Employer Plans
- Railroad Retirement (Tier 1) Benefits
- Real Estate Tax Deduction
- ROTH IRAs (Individual Retirement Accounts)
- Sale of Home
- Savings Bonds
- Sale of Stocks and Bonds
- Social Security
- State and Local Taxes
- Student Loan Interest
- Tax Identification Numbers (including Employer Identification Numbers and Individual Taxpayer Identification Number (ITIN)
- Tips
- Unemployment Compensation
- Wages
- Withholding
Taxes on the Rich
- Watch how radically taxes on the wealthy have fallen over the past 70 years?
- TY2022 top marginal tax rate is 37%, for Taxable Income over 539,900 (Single) / 647,850 (MfJ).
- plus 3.8% Obamacare surcharge (AGI over 250K).
- TY2022 earners with Taxable Income over 459,750 (Single) / 517,200 (MfJ), pay 20% on long-term capital gains.
- plus 3.8% Obamacare surcharge (AGI over 250K).
Suggested Fees (in USD) (Federal & All 50 States)
Type of Return Type of Return
1040 Sch A, B, C, D, E, SE, Vehicle, Depreciation
Includes worksheets & schedules
Standard Form - 1040
250
+50 Earned Income Tax Credit (EITC)
+50 Child Tax Credit (CTC)
Long Form - 1040
300
+50 Itemized Deductions
Capital gains (Sch D)
50
Long Form - Sole Proprietor Small Business (Sch C)
350
Long Form - Rental Property & Passive Loss (Sch E)
350
C-Corporation / S-Corp / Partnership / Estate
600 to 1,000+
Shareholder/Partner 1040 included for FREE
State return (flat rate) - We do All 50 States
50/state
Bookkeeping/QuickBooks® data entry (review files)/Shoe box time
50/hour
Tax planning hourly rate
100/hour
1099-NEC prep & e-filing
7 per form
For a business paying subcontractors on 1099-NEC:
1099-NEC's are e-filed with the IRS and paper-copies
are US Mailed to each recipient.
Memorandum of Understanding
Historically, NO 1040 tax return, including schedules and worksheets, has ever cost more than 1,900. Therefore, our cost will be between 250. and 1,900. Our policy is to only charge a client a pre-agreed upon flat fee for any tax return. The fairest method of pricing tax returns is to charge based on the time and work required to complete the task.
Past or present. Haven't filed in a while? We specialize in past due returns. Most of all, we do care about your results!
April 15th, 2024 is almost here!
- State income taxes must be paid in the year of Income, non payment results in substantial fines & penalties. Extenion to file is not extension for payment, please pay taxes in the year and avoid notices, fines and penalties.
- Any tax advice in communication is not intended to be used by any taxpayer for purposes of
- (i) avoiding penalties that may be imposed on any taxpayer or
- (ii) promoting, marketing or recommending to another party any matter addressed herein.
- The forgoing legend had been affixed pursuant to US Treasury regulations Governing Tax Practices.
- All Information provided is of a general nature and not intended to address the circumstances of any particular individual or entity.
- We endeavor to provide accurate and timely information; however, no one should act on such information without appropriate professional advice after a thorough examination.
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It’s a wrap!
April 15th, 2024 may have come and gone, please keep in touch as we’re always welcome to any new and exciting comments, questions or suggestions.
Acknowledgements
Stephen B. Jordan claims no credit for any images or videos used in this presentation, unless otherwise noted. Images or videos in this presentation are attributed to public domain collections or to their respectful owner. If there is an image or video appearing in this presentation that belongs to you, and you do not wish for it appear in this presentation, please E-mail us with a link to said image or video and it will be promptly removed.
Copyright © 2018 Stephen B. Jordan, EA - All Rights Reserved.
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