Frequently Asked Questions

How much do you charge to prepare a tax return?

Rates vary based upon the complexity and type of return. Customary rates for income tax return preparation range from $400 to $2,500.

A free one-hour consultation is available to discuss your specific needs and receive a service quote.

IRS Standard Mileage Rates

  • Business use: 70 cents per mile
  • Medical / moving: 21 cents per mile
  • Charitable service: 14 cents per mile

Quarterly Estimated Tax Payments

Federal requirements mandate payment of either 100% of prior year tax (110% for incomes exceeding $150,000) or 90% of current year tax.

California requires installment percentages of 30%, 40%, 0%, and 30% respectively.

Can I pay taxes by credit card?

The IRS permits credit card payments through approved service providers. Processing fees typically range from 2% to 4%.

Gift Tax Exclusion

The annual exclusion amount is $19,000 to another individual without it being considered a taxable gift.

401(k) Contribution Limits

The standard limit is $23,500, with an additional $7,500 allowed for those age 50 and over.

Have a question not answered here? Give Laurel a call at 707.410.8328