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Armstrong Soo Tax Services



Fees are based on type of forms and quantity of forms required.

Please understand that the exact amount cannot be determined until I reviewed all relevant information you provided via the Questionnaires.

All service will include the following:

1. Tax situation interview and review
2. Walkthough and explanation
3. E-File, if available (you may opt-out for no additional cost)
4. Suggestions to improve your tax situation, if any
5. Copy of your signed tax return in electronic or paper format for reference
6. Friendly service!

Subject to availability, there is no charge to prepare personal income tax for active US military personnel. Offer extends to Form 1040, Schedule A and B, and one State return only. Charge will apply for additional forms.

 

US Citizen and US Resident - Personal Income Tax

There is addtional fee between March 16 and April 17, and between Oct 1 and Oct 15. Please see contract for detail.

Federal 1040-EZ and 1 State (EZ if avaialble) $50
Federal 1040 and 1 State includes:
  • Standard Deduction
  • Schedule 1, 2, 3, 4, 5 and 6
  • Schedule B (Interest and Dividend)
$100
Federal 1040 Schedule A Itemized Deduction $100
Schedule C (Self-Employment) including Schedule SE $150 each
Each supporting form for Schedule C as required $50 each
Schedule D (Capital Gain/ Loss) $50 each
Schedule E (Supplemental Income, aka Rental Income) $100 each property

$150 for each 1st year property

Form 1045 (Net Operating Loss)
(Example: Loss due to sale of rental property)
$100 each
1041, 1065, 1120 K-1 $100 each
NOL Carryforward from previous years without Form 1045 $50
Sale of Home (or rental property) $100 each property
Stock Option account $100 per Form 3921 or Form 3922
2-State Return $50
3-state Return $150
Married Filing Separately in Community Property State $200 per spouse
Report of Foreign Bank Accounts (FinCEN Form 114) $100
Form 8938 Statement of Specified Foreign Financial Assets $50
Car Mileage Deduction $50 per vehicle
Any additional form and schedule as required $50 each
Additional required special forms and schedules TBD
Representation (research, correspondence, talk to IRS) $100/hr
Optional Organization Fee* $100/hr

             * The organization fee is primarily applicable only to, though not limited to,
             Self-Employment and Rental Properties filers who want to hire me to organize their
             receipts before they can be entered on tax forms. I can provide tools if taxpayers
             want to save some money and do it themselves.

             Please download and complete the following and return:
             >> Contract and Questionnaire for 2020 (.doc)
            
             >> Contract and Questionnaire for 2019 (.doc)
             >> Contract and Questionnaire for 2018 (.doc)
             >> Contract and Questionnaire for 2017 (.doc)
             >> Contract and Questionnaire for 2016 (.doc)
             >> Contract and Questionnaire for 2015 (.doc)
             >> Disclosure and Service Agreement for 2014 & prior (.doc)
             >> General Questionnaire for Tax Year 2014   (.doc)
             >> General Questionnaire for Tax Year 2013   (.doc)
             >> General Questionnaire for Tax Year 2012   (.doc)
             >> General Questionnaire for Tax Year 2011   (.doc)
             >> General Questionnaire for Tax Year 2010   (.doc)

             For years prior to 2010, please contact me.

 

US Non-Resident Personal Income Tax

There is addtional fee between March 16 and April 15, and between Oct 1 and Oct 15. Please see contract for detail.

Federal 1040-NR and/ or 1 State * includes:
  • Form 8833 to report Treaty benefits, as required
  • Form 8843 to exclude days of presence in US, as required
  • Form 8840 to report closer connection to a foreign country, as required
$200
Form 4868 to request Extension $20 each
Statement for Dual-Status Return $50 each
Form 2063 or 1040-C Departure Permits $100 each
Any other forms See “US Citizen and US Resident”

             * You may still need to file State income tax even you are exempted from Federal income tax. See “State Tax Return” section under “Non-Resident”.

             Please download and complete the following and return:

             >> Contract and Questionnaire for 2020 (.doc)
             >> Non-Resident Questionnaire for 2020 (.doc)
            
             >> Contract and Questionnaire for 2019 (.doc)
             >> Non-Resident Questionnaire for 2019 (.doc)
             >> Contract and Questionnaire for 2018 (.doc)
             >> Non-Resident Questionnaire for 2018 (.doc)
             >> Contract and Questionnaire for 2017 (.doc)
             >> Non-Resident Questionnaire for 2017 (.doc)
             >> Contract and Questionnaire for 2016 (.doc)
             >> Non-Resident Questionnaire for 2016 (.doc)
             >> Contract and Questionnaire for 2015 (.doc)
             >> Non-Resident Questionnaire for 2015 (.doc)


             >> Disclosure and Service Agreement for 2014 and prior (.doc)

             For Tax Year 2014
             >> General Questionnaire for Tax Year 2014   (.doc)
             >> Non-Resident Questionnaire for 2014   (.doc)

             For Tax Year 2013
             >> General Questionnaire for Tax Year 2013   (.doc)
             >> Non-Resident Questionnaire for 2013   (.doc)

             For Tax Year 2012
             >> General Questionnaire for Tax Year 2012   (.doc)
             >> Non-Resident Questionnaire for 2012   (.doc)

             For Tax Year 2011
             >> General Questionnaire for 2011   (.doc)
             >> Non-Resident Questionnaire for 2011   (.doc)

             For Tax Year 2010
             >> General Questionnaire for 2010   (.doc)
             >> Non-Resident Questionnaire for 2010   (.doc)

             For years prior to 2010, please contact me.

 

US Expatriates/ US Citizen and US Resident claiming Foreign Income Exclusion and/or Foreign Housing Exclusion/ Deduction

There is addtional fee between March 16 and April 15, and between Oct 1 and Oct 15. Please see contract for detail.

Form 2555 $100 each
Any other forms See “US Citizen and US Resident”

             Please download and complete the following and return:
             For Tax Year 2020
             >> General Questionnaire for Tax Year 2019   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2020   (.doc)
            
             For Tax Year 2019
             >> General Questionnaire for Tax Year 2019   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2019   (.doc)
            
             For Tax Year 2018
             >> General Questionnaire for Tax Year 2018   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2018   (.doc)
            
             For Tax Year 2017
             >> General Questionnaire for Tax Year 2017   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2017   (.doc)
             For Tax Year 2016
             >> General Questionnaire for Tax Year 2016   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2016   (.doc)

             For Tax Year 2015
             >> General Questionnaire for Tax Year 2015   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2015   (.doc)

             For Tax Year 2014
             >> General Questionnaire for Tax Year 2014   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2014   (.doc)

             For Tax Year 2013
             >> General Questionnaire for Tax Year 2013   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2013   (.doc)

             For Tax Year 2012
             >> General Questionnaire for Tax Year 2012   (.doc)
             >> Foreign Earned Income Questionnaire for Tax Year 2012   (.doc)

             For Tax Year 2011
             >> General Questionnaire for 2011   (.doc)
             >> Foreign Earned Income Questionnaire for 2011   (.doc)

             For Tax Year 2010
             >> General Questionnaire for 2010   (.doc)
             >> Foreign Earned Income Questionnaire for 2010   (.doc)

             For years prior to 2010, please contact me.