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

Fee Schedule

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.

Form Name	IRS Est Burden (in hours)	Form Description	Proposed Fee
Form 1040-X	4.5	Amended Income Tax Return - if we prepared the return	$315
Form 1040 +1 State return	13	U.S. Individual Income Tax Return	$525
Additional States	2		$105
Form 4868	2	Extension to File	$0
Form 2210	6	Underpayment Penalty	$263
Schedule A	5.5	Itemized Deductions	$105
Form 8823	2.5	Noncash Charitable Contributions	$53
Schedule B	1.5	Interest and Ordinary Dividends (per item)
Schedule B - By Item			$32
Schedule C	10.5	Profit or Loss from Business	$210
Schedule D	6	Capital Gains and Losses	$158
Form 8949	5	Sale and Other Disposition of Capital Assets
Form 8949 - By Item			$53
Schedule E - 1 Property/1 K-1	10	Supplemental Income and Loss	$210
Additional Rental Properties	5		$210
Additional K-1s	2		$131
Schedule F	6	Profit or Loss from Farming	$158
Schedule R	1.5	Credit for the Elderly or the Disabled	$105
Schedule SE	2	Self Employment Tax	$79
Form 1116	8	Foreign Tax Credit	$105
FinCEN Form 114	2	Report of Foreign Bank and Financial Accounts (FBAR)	$79
Additional Accounts	1		$79
Schedule J	4	Income Averaging for Farmers and Fishermen	$263
Form 2441	3	Child and Dependent Care Expenses	$63
Form 3800 pg 1-2	10	General Business Credit, pages 1 and 2	$210
Form 4684	5	Casualties and Thefts, page 1	$158
Form 4797	8.5	Sales of Business Property
Form 4797 - By Item			$105
Form 4972	1.5	Tax on Lump-Sum Distributions	$105
Form 5329	3.5	Additional Taxes on Retirement Distributions	$105
Form 6198	3.5	At-Risk Limitations	$137
Form 6251	6.5	Alternative Minimum Tax	$105
Form 8615	2	Tax for Certain Children Who Have Unearned Income	$79
Form 2555 pg 1-2	6.5	Foreign Earned Income Exclusion, pages 1 and 2	$263
Form 8814	1.5	Parents' Election to Report Child's Int and Div	$79
Schedule EIC	1	Earned Income Credit	$105
Form 8862	1.5	Info to Claim Certain Credits After Disallowance	$79
Schedule H	2.5	Household Employment Taxes	$158
Schedule 8812	1.5	Qualifying Children and Other Dependents Credit	$105
Form 8606	2	Nondeductible IRAs	$53
Form 8863	3	Education Credits, page 1	$105
Form 4952	2	Investment Interest Expense Deduction	$105
Form 8889	3	Health Savings Accounts	$79
Form 8880	1.25	Credit for Retirement Savings Contributions	$53
Form 8995	2	Qualified Business Income Deduction - Simple	$105
Form 8888	0.5	Direct Deposit of Refund	$26
Form 5405	2	First-Time Homebuyer Credit	$79
Form 8958	1	MFS Community Property Allocation	$53
Form 461	2.5	Limitation on Business Losses	$105
Form 8828	1.5	Recapture of Federal Mortgage Subsidy	$79
Form 8941	2.5	Small Employer Health Insurance Premium Cr	$131
Form 6252	3	Installment Sale Income	$131
Form 8621	6	PFIC or QEF Informational Return, page 1	$315
Form 8936	2	Clean Vehicle Credits	$105
Form 8959	1.5	Additional Medicare Tax	$79
Form 8960	3.5	Net Investment Income Tax	$131
Form 8582	4	Passive Activity Loss Limitations	$184
Form 8962	3.5	Premium Tax Credit, page 1	$158
Form 5695	2	Residential Energy Credits	$131
Form 8801	7	Credit for Prior Year Minimum Tax	$315

Form Name	IRS Est Burden (in hours)	Form Description	Minimum Proposed Fee
Form 1065	60	Return of Partnership Income	<$250,000 start at $1,050 >250,000 start at $2,625
Form 1120-S	65	U.S. Corporation Income Tax Return
Form 1120	105	U.S. Income Tax Return for an S Corporation
Form 1041	78	U.S. Income Tax Return for Estates and Trusts
Form 990	107	Return of Organization Exempt From Income Tax
Form 990-EZ	69	Return of Organization Exempt From Income Tax - Short Form
Form 990-PF	53	Return of Private Foundation
Form 709	6.5	United States Gift (and Generation-Skipping Transfer) Tax Return

IFA Taxes - Fees

Fee Schedule

Internal Revenue Service Publication 5743 (Rev. 4-2023)