***Pricing estimates subject to change on a case-by-case basis based on forms used***

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$200 Federal Tax Return Package

     Package Includes:

          - 1040 Federal Return (without SCH A Itemize)

          - W2

          - Schedule B Interest and Dividends (up to 5 transactions)

          - Schedule D Capital Gains and Losses (up to 5 transactions)

          - Up to 5 Brokerage Transactions

       

$250 Premium Federal Tax Return Package

     Package Includes:

          - 1040 Federal Return

          - W2s, 1099R Pension, Social Security Benefits

          - Schedule B 1099 Interest and Dividends (up to 10 transactions)

          - Schedule D Capital Gains and Losses (up to 10 transactions)

        

$125 Foreign Earned Income form 2555

          - 1x 2555 Foreign Earned Income (additional income $125; Japanese Translation $25)

          - 1x 1116 Foreign Tax Credit

$125 Residential Rental Income Schedule E

          - 1x Schedule E Rental Property (each additional rental $125)

 

$200 ITIN W-7 Application, Certifying Acceptance Agent(CAA) and Certificate of Accuracy(COA) (+site visit fee depending on meet-up location)

     Package Includes:

          - This is for individuals that only need a W-7 Application for individual taxpayer identification number(ITIN) and a Certificate of Accuracy(COA)

          - Meets in person with Certifying Acceptance Agent(CAA) to show original identification documents, verify identity and signing of documents. (limited to Camp Zama and Atsugi area only.  Yokota, Yokosuka and other locations please email johnsimon@johnsimontax.com for inquiries)

 

$300 ITIN W-7 Application, Federal Tax Preparation, Certifying Acceptance Agent(CAA), and Certificate of Accuracy(COA), (+site visit fee depending on meet-up location)

     Package Includes:

          - 1040 Federal Return

          - W7 ITIN Application Prepared by CAA  (each additional ITIN $50)

          - Foreign Passport Verification, Certificate of Accuracy(COA) form by Certifying Acceptance Agent(CAA)

          - Schedule B Interest and Dividends (up to 10 transactions)

          - Schedule D Capital Gains and Losses (up to 10 transactions)

          - site visit is required and additional cost may vary depending on your location

          - cost may vary if additional state/tax forms are required

         

$125 Amendments

          (In addition to whichever tax package and forms pricing your tax return falls under)

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$75 State Tax Return

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$100 On-Site Tax Visit Limited to the Zama and Atsugi area only.  Yokota, Yokosuka, and other locations email johnsimon@johnsimontax.com 

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Additional Forms

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$125 1040x Amendments​

$250 1040NR Non-resident Alien Return

$75 SCH A Itemized Deductions

$25 SCH B Interest and Ordinary Dividends

$150 SCH C Profit/Loss from Business

$50 SCH D/Form 8949 Capital Gains and Losses Additional Entries

$25 SCH EIC Earned Income Credit

$100 Quarterly Estimated Tax Calculation

$100 Form 1116 Foreign Tax Credit

$50 Form 2441 Credit for Child and Dependent Care Expenses

$50 Form 5329 Additional Taxes on Qualified Plans (including IRAs) and other tax-favored accounts

$50 Statement of Specified Foreign Financial Assets

$100 Form 8839 Qualified Adoption Expenses

$50 Form 8606 Nondeductible IRAs

$25 Form 8812 Credits for Qualifying Children and Other Dependents

$50 Form 8863 Education Credits

$50 Form 114 FBAR/FinCEN Report of Foreign Banks and Financial Accounts

$50 Form 2350/4868 Applications for Extensions to File

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***Pricing estimates subject to change on a case-by-case basis based on forms used***