IFA.com | Index Fund Advisors, Inc. - Wealth Management, Taxes

ID	Form Name	Description	IRS Est Burden (hrs)	Proposed Fee	Subtotal
1.	Form 1040-X	Amended Income Tax Return - if IFA prepared the return	4.5	$300	$ 0
2.	Form 1040 +1 State return	U.S. Individual Income Tax Return	13	$500	$ 0
a.	Additional States		2	$100	$ 0
3.	Extension to File		2	$0	$ 0
4.	Form 2210	Underpayment Penalty	6	$250	$ 0
5.	Schedule A	Itemized Deductions	5.5	$100	$ 0
6.	Form 8823	Noncash Charitable Contributions	2.5	$50	$ 0
7.	Schedule B	Interest and Ordinary Dividends (per item)
a.	By Item		1.5	$30	$ 0
8.	Schedule C	Profit or Loss from Business	10.5	$200	$ 0
9.	Schedule D	Capital Gains and Losses	6	$150	$ 0
10.	Form 8949	Sale and Other Disposition of Capital Assets	5	$50	$ 0
a.	By Item			$50	$ 0
11.	Schedule E - 1 Property/1 K-1	Supplemental Income and Loss	10	$200	$ 0
a.	Additional Rental Properties		5	$200	$ 0
b.	Additional K-1s		2	$125	$ 0
12.	Schedule F	Profit or Loss from Farming	6	$150	$ 0
13.	Schedule R	Credit for the Elderly or the Disabled	1.5	$100	$ 0
14.	Schedule SE	Self Employment Tax	2	$75	$ 0
15.	Form 1116	Foreign Tax Credit	8	$100	$ 0
16.	FinCEN Form 114	Report of Foreign Bank and Financial Accounts (FBAR)	2	$75	$ 0
a.	Additional Accounts		1	$75	$ 0
17.	Schedule J	Income Averaging for Farmers and Fishermen	4	$250	$ 0
18.	Form 2441	Child and Dependent Care Expenses	3	$60	$ 0
19.	Form 3800 pg 1-2	General Business Credit, pages 1 and 2	10	$200	$ 0
20.	Form 4684	Casualties and Thefts, page 1	5	$150	$ 0
21.	Form 4797	Sales of Business Property	8.5
a.	By Item			$100	$ 0
22.	Form 4972	Tax on Lump-Sum Distributions	1.5	$100	$ 0
23.	Form 5329	Additional Taxes on Retirement Distributions	3.5	$100	$ 0
24.	Form 6198	At-Risk Limitations	3.5	$130	$ 0
25.	Form 6251	Alternative Minimum Tax	6.5	$100	$ 0
26.	Form 8615	Tax for Certain Children Who Have Unearned Income	2	$75	$ 0
27.	Form 2555 pg 1-2	Foreign Earned Income Exclusion, pages 1 and 2	6.5	$250	$ 0
28.	Form 8814	Parents' Election to Report Child's Int and Div	1.5	$75	$ 0
29.	Schedule EIC	Earned Income Credit	1	$100	$ 0
30.	Form 8862	Info to Claim Certain Credits After Disallowance	1.5	$75	$ 0
31.	Schedule H	Household Employment Taxes	2.5	$150	$ 0
32.	Schedule 8812	Qualifying Children and Other Dependents Credit	1.5	$100	$ 0
33.	Form 8606	Nondeductible IRAs	2	$50	$ 0
34.	Form 8863	Education Credits, page 1	3	$100	$ 0
35.	Form 4952	Investment Interest Expense Deduction	2	$100	$ 0
36.	Form 8889	Health Savings Accounts	3	$75	$ 0
37.	Form 8880	Credit for Retirement Savings Contributions	1.25	$50	$ 0
38.	Form 8995	Qualified Business Income Deduction - Simple	2	$100	$ 0
39.	Form 8888	Direct Deposit of Refund	0.5	$25	$ 0
40.	Form 5405	First-Time Homebuyer Credit	2	$75	$ 0
41.	Form 8958	MFS Community Property Allocation	1	$50	$ 0
42.	Form 461	Limitation on Business Losses	2.5	$100	$ 0
43.	Form 8828	Recapture of Federal Mortgage Subsidy	1.5	$75	$ 0
44.	Form 8941	Small Employer Health Insurance Premium Cr	2.5	$125	$ 0
45.	Form 6252	Installment Sale Income	3	$125	$ 0
46.	Form 8621	PFIC or QEF Informational Return, page 1	6	$300	$ 0
47.	Form 8936	Clean Vehicle Credits	2	$100	$ 0
48.	Form 8959	Additional Medicare Tax	1.5	$75	$ 0
49.	Form 8960	Net Investment Income Tax	3.5	$125	$ 0
50.	Form 8582	Passive Activity Loss Limitations	4	$175	$ 0
51.	Form 8962	Premium Tax Credit, page 1	3.5	$150	$ 0
52.	Form 5695	Residential Energy Credits	2	$1,000	$ 0
53.	Form 8801	Credit for Prior Year Minimum Tax	7	$1,000	$ 0
54.	Form 1065	Return of Partnership Income	60	$1,000	$ 0
55.	Form 1120-S	U.S. Corporation Income Tax Return	65	$1,000	$ 0
56.	Form 1120	U.S. Income Tax Return for an S Corporation	105	$1,000	$ 0
57.	Form 1041	U.S. Income Tax Return for Estates and Trusts	78	$1,000	$ 0
58.	Form 990	Return of Organization Exempt From Income Tax	107	$1,000	$ 0
59.	Form 990-EZ	Return of Organization Exempt From Income Tax - Short Form	69	$1,000	$ 0
60.	Form 990-PF	Return of Private Foundation	53	$1,000	$ 0
61.	Form 709	United States Gift (and Generation-Skipping Transfer) Tax Return	6.5	$1,000	$ 0

Summary:

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Description

IRS Est Burden (hrs)

Proposed Fee

Quantity

Subtotal

Total Estimate:

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Please note that the prices provided in this estimate are based on current rates and are subject to change. Actual prices may vary depending on a variety of factors at the time of final purchase. We recommend confirming the final price before proceeding with any transaction. Thank you for understanding.

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Total Estimate:

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Total Estimate:

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