Tax Organizer - MBA Busines Services - Specializing in Business Formation In All States

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Free Consultation
(888) 407-1669

Determine what kind of Tax Return you need and what it will cost.
(Fees are subject to change under certain circumstances)

If you have:	You will need:	It will cost:
W2 - Wage Earnings Form Interest Income - Form 1099-INT Unemployment Compensation & Tax Refunds - Form 1099-G	Form 1040 EZ	Fee $100
Dependents - (Social Security numbers must appear) Dividend Income - Form 1099-DIV, Interest Income-1099 INT Social Security Benefits IRA Distribution - Form 1099-R Pension or Annuity Income - Form 1099-R IRA Contribution Student Loan Interest	Form 1040 A	Fee $150
Child Care Credit (must have providers tax ID or SS #) Education Expenses Adoption Credit	Form 2441 Form 8863 Form 8839	additional $25 additional $25 additional $25
K-1 Partnership Income * Rental Property Employee Business Expenses Home Mortgage Interest - Form 1098 Second Mortgage Interest Real Estate/Property Tax Donations Medical Expenses * Sale of Stock Sale of Home or other Real Estate/Form 1099-S Multiple W-2’s	Form 1040	Fee Range $200-$300
Schedule C – Profit or Loss from Business Self-Employed Individuals Sole Proprietor, Single Member LLC’s	Form 1040 Schedule C	Fee Range $350-$500
Corporations/Partnerships/Multi-Member LLC’s	Forms 1120 1120S, 1065	Fee Range $600-$850
E-File is available on all Tax Returns in all States * (more complex transactions may incur higher fee. Including but not limited to those transactions listed above.) Being organized helps keep fees to a minimum. Sorting and organizing client receipts will incur additional charges.	E-File	No Charge

If you anticipate a refund and want direct deposit, please include a voided check for the account you want the deposit made to.

Instructions for Tax Preparation:

Complete Tax Organizer (Trucking, Firefighter and Law Enforcement Clients please fill out additional deduction sheets for your industry and/or line of work)

If mailing in your tax preparation paperwork please attach check for fee made payable to MBA Tax or call with credit card information. All Tax Returns under $300 should be paid in full at time Tax Organizer is sent in. All Tax Returns over $300 require a $250 deposit with Tax Organizer with balance due at time of completion.
If you have an in-office tax appointment fee will be due at time of appointment.

Mailing Address - MBA Tax
725 Box Canyon Road
West Hills, CA 91304
PH: (805) 527-1669 (local)
PH: (888) 407-1669 (toll-free)

Fax: (805) 522-6639

Office Location - MBA Tax (In Office Appointments Only)
2325 Kuehner Dr., #130
Simi Valley, CA 93063