The Catholic CPA
FEE SCHEDULE
2026 Tax Return Minimum Fee Schedule
Form Number
Name
Price
Individual Returns
1040
Federal Tax Return — includes Electronic Filing and Schedules 1, 2 & 3
$300
1040-SR
Federal Tax Return for Seniors
$300
1040-NR
Nonresident Alien Income Tax Return
$400
State 1040
State Return - per State
$65 - $125
State / Local
Municipal or School District Return - per Return
$50
State 1040
Part-Year or Nonresident Return - per Return
$40
Schedules
Schedule 1-A
Additional Deductions
$25
Schedule A
Itemized Deductions
$50
Schedule B
Interest & Dividends
$30
Schedule C (Opt 1)
Ministerial Income - Stipends, Stole Fees & Honoraria
$65
Schedule C (Opt 2)
Profit or Loss from Business
$125
Schedule D
Capital Gains & Losses
$40
Schedule E (Pg 1)
Rental & Royalty Income - per Property
$80
Schedule E (Pg 2)
Flow-Through Income - per Schedule K-1
$40
Schedule F
Farm Income & Loss
$165
Schedule H
Household Employment Taxes
$75
Schedule J
Farm Income Averaging
$125
Schedule R
Credit for the Elderly or Disabled
$25
Schedule SE
Self-Employment Tax
$30
Schedule 8812
Child Tax Credit
$30
Schedule EIC
Earned Income Credit
$100
Clergy & Religious
Clergy Worksheet
Housing & Parsonage Allowance Computation
$75
Clergy Worksheet
Business Expense Allocation - Deason Rule
$45
Form 4029
Exemption for Members of Religious Groups
$175
Form 4361
Exemption from Self-Employment Tax
$175
Vow of Poverty & Religious Order Income Analysis
$150
Accountable Reimbursement Plan Review
$125
Forms
Form 1116
Foreign Tax Credit
$110
Form 1310
Refund Due a Deceased Taxpayer
$30
Form 2210
Underpayment of Estimated Tax
$35
Form 2441
Dependent Care Expenses
$45
Form 2555
Foreign Earned Income
$175
Form 3115
Change in Accounting Method
$500
Form 3520
Foreign Trusts & Large Foreign Gifts
$350
Form 4562
Depreciation & Amortization - each
$30
Form 4684
Casualties & Thefts
$75
Form 4797
Sale of Business Property
$120
Form 4835
Farm Rental Income & Expenses
$80
Form 4868
Extension for Time to File
$55
Form 5329
Additional Taxes on Qualified Plans
$40
Form 5471
Information Return for Foreign Corporations
$750
Form 6198
At-Risk Limitations
$50
Form 6251
Alternative Minimum Tax
$85
Form 6252
Installment Sale Income
$100
Form 6781
Section 1256 Contracts & Straddles
$75
Form 8283 (A)
Non-Cash Charitable Contributions
$40
Form 8283 (B)
Non-Cash Contributions Requiring Appraisal
$110
Form 8379
Injured Spouse Claim & Allocation
$75
Form 8582
Passive Activity
$60
Form 8606
Non Deductible IRA
$35
Form 8615
Tax for Children with Investment Income
$40
Form 8621
Passive Foreign Investment Company
$400
Form 8801
Credit for Prior Year Minimum Tax
$50
Form 8824
Like-Kind Exchange
$200
Form 8829
Business Use of the Home
$75
Form 8853
Archer MSA & Long-Term Care Contracts
$35
Form 8857
Request for Innocent Spouse Relief
$250
Form 8863
Education Credits
$40
Form 8886
Reportable Transaction Disclosure
$250
Form 8889
Health Savings Accounts
$30
Form 8936
Clean Vehicle Credits
$30
Form 8938
Specified Foreign Financial Assets
$110
Form 8949
Sales & Dispositions of Capital Assets - each
$30
Form 8958
Community Property Allocation
$40
Form 8959
Additional Medicare Tax
$15
Form 8960
Net Investment Income Tax
$20
Form 8962
Premium Tax Credit
$30
Form 8990
Business Interest Expense Limitation
$75
Form 8995
Qualified Business Income Deduction - Simplified
$30
Form 8995-A
Qualified Business Income Deduction
$50
Form 9465
Installment Agreement Request
$75
Form 14039
Identity Theft Affidavit
$75
Form W-7
Individual Taxpayer Identification Number Application
$100
FinCEN 114
Foreign Bank Account Report - first account
$95
FinCEN 114
Foreign Bank Account Report - each additional account
$25
Business & Entity Returns
Form 1065
Partnership Return
$895
Form 1120
C Corporation Return
$1,095
Form 1120-S
S Corporation Return
$895
Form 1120-H
Homeowners Association Return
$395
Form 1041
Estate & Trust Return
$795
Schedule K-1
Partner or Shareholder Statement - each
$35
Schedule K-2 / K-3
International Distributive Share Items
$500
Schedule M-3
Net Income (Loss) Reconciliation
$500
Form 1125-A
Cost of Goods Sold
$100
Form 1125-E
Compensation of Officers
$100
Form 2553
S Corporation Election
$150
Form 7004
Business Extension of Time to File
$75
Form 8825
Rental Real Estate Income & Expenses
$100
Form 8832
Entity Classification Election
$150
Business Estimated Tax Worksheet
$175
Amended Business or Entity Return
$400
Exempt Organizations
Form 990
Return of Organization Exempt from Income Tax
$950
Form 990-EZ
Exempt Organization Return - Short Form
$650
Form 990-N
Electronic Notice (e-Postcard)
$250
Form 990-PF
Return of Private Foundation
$1,200
Form 990-T
Unrelated Business Income Tax Return
$450
Schedule A
Public Charity Status & Public Support Test
$200
Schedule B
Schedule of Contributors
$100
Schedule D
Supplemental Financial Statements
$150
Schedule G
Fundraising or Gaming Activities
$150
Schedule J
Compensation Information
$150
Schedule L
Transactions with Interested Persons
$100
Form 8868
Exempt Organization Extension
$75
Services
1040-ES
Estimated Quarterly Payments / Quarter
$125
Customized Tax Savings Plan - Standard
$450
Customized Tax Savings Plan - Comprehensive
$800
Second-Opinion Return Review
$200
Prior-Year or Delinquent Return
+ 15%
Form 1040-X
Amended Individual Return
$200 +
IRS or State Notice Response
$150 / hr
Audit Representation
$200 / hr
Bookkeeping & Records Reconstruction
$100 / hr
Disorganized or Incomplete Records
$125
Documents Received After March 15
$75
Expedited Preparation - Under 7 Days
$150
Duplicate Copies or Reissue
$25
Please note that this schedule shows minimum fees. Rates may be higher due to complexity of the return, the number of forms required, the amount of tax documents received, and other factors. Should tax research, accounting work, or additional meeting time be required, the additional services will be billed at the standard hourly rate of $150/hour. Bookkeeping and records reconstruction is billed at $100/hour. Business and exempt organization returns assume books are closed and reconciled; fees are higher where records require reconstruction. Discounts available on a case by case basis for entities like non-profits and micro businesses. Group rates are available to dioceses, parishes, and religious institutes engaging preparation for five or more clergy returns. Prices subject to change without notice. Other charges for additional forms may apply. In the event that the engagement ends before completion, clients are responsible for any expended time at the aforementioned hourly rate.
© 2018 - 2026 The Catholic CPA
Form Number
Name
Price
Individual Returns
1040
Federal Tax Return — includes Electronic Filing and Schedules 1, 2 & 3
$300
1040-SR
Federal Tax Return for Seniors
$300
1040-NR
Nonresident Alien Income Tax Return
$400
State 1040
State Return - per State
$65 - $125
State / Local
Municipal or School District Return - per Return
$50
State 1040
Part-Year or Nonresident Return - per Return
$40
Schedules
Schedule 1-A
Additional Deductions
$25
Schedule A
Itemized Deductions
$50
Schedule B
Interest & Dividends
$30
Schedule C (Opt 1)
Ministerial Income - Stipends, Stole Fees & Honoraria
$65
Schedule C (Opt 2)
Profit or Loss from Business
$125
Schedule D
Capital Gains & Losses
$40
Schedule E (Pg 1)
Rental & Royalty Income - per Property
$80
Schedule E (Pg 2)
Flow-Through Income - per Schedule K-1
$40
Schedule F
Farm Income & Loss
$165
Schedule H
Household Employment Taxes
$75
Schedule J
Farm Income Averaging
$125
Schedule R
Credit for the Elderly or Disabled
$25
Schedule SE
Self-Employment Tax
$30
Schedule 8812
Child Tax Credit
$30
Schedule EIC
Earned Income Credit
$100
Clergy & Religious
Clergy Worksheet
Housing & Parsonage Allowance Computation
$75
Clergy Worksheet
Business Expense Allocation - Deason Rule
$45
Form 4029
Exemption for Members of Religious Groups
$175
Form 4361
Exemption from Self-Employment Tax
$175
Vow of Poverty & Religious Order Income Analysis
$150
Accountable Reimbursement Plan Review
$125
Forms
Form 1116
Foreign Tax Credit
$110
Form 1310
Refund Due a Deceased Taxpayer
$30
Form 2210
Underpayment of Estimated Tax
$35
Form 2441
Dependent Care Expenses
$45
Form 2555
Foreign Earned Income
$175
Form 3115
Change in Accounting Method
$500
Form 3520
Foreign Trusts & Large Foreign Gifts
$350
Form 4562
Depreciation & Amortization - each
$30
Form 4684
Casualties & Thefts
$75
Form 4797
Sale of Business Property
$120
Form 4835
Farm Rental Income & Expenses
$80
Form 4868
Extension for Time to File
$55
Form 5329
Additional Taxes on Qualified Plans
$40
Form 5471
Information Return for Foreign Corporations
$750
Form 6198
At-Risk Limitations
$50
Form 6251
Alternative Minimum Tax
$85
Form 6252
Installment Sale Income
$100
Form 6781
Section 1256 Contracts & Straddles
$75
Form 8283 (A)
Non-Cash Charitable Contributions
$40
Form 8283 (B)
Non-Cash Contributions Requiring Appraisal
$110
Form 8379
Injured Spouse Claim & Allocation
$75
Form 8582
Passive Activity
$60
Form 8606
Non Deductible IRA
$35
Form 8615
Tax for Children with Investment Income
$40
Form 8621
Passive Foreign Investment Company
$400
Form 8801
Credit for Prior Year Minimum Tax
$50
Form 8824
Like-Kind Exchange
$200
Form 8829
Business Use of the Home
$75
Form 8853
Archer MSA & Long-Term Care Contracts
$35
Form 8857
Request for Innocent Spouse Relief
$250
Form 8863
Education Credits
$40
Form 8886
Reportable Transaction Disclosure
$250
Form 8889
Health Savings Accounts
$30
Form 8936
Clean Vehicle Credits
$30
Form 8938
Specified Foreign Financial Assets
$110
Form 8949
Sales & Dispositions of Capital Assets - each
$30
Form 8958
Community Property Allocation
$40
Form 8959
Additional Medicare Tax
$15
Form 8960
Net Investment Income Tax
$20
Form 8962
Premium Tax Credit
$30
Form 8990
Business Interest Expense Limitation
$75
Form 8995
Qualified Business Income Deduction - Simplified
$30
Form 8995-A
Qualified Business Income Deduction
$50
Form 9465
Installment Agreement Request
$75
Form 14039
Identity Theft Affidavit
$75
Form W-7
Individual Taxpayer Identification Number Application
$100
FinCEN 114
Foreign Bank Account Report - first account
$95
FinCEN 114
Foreign Bank Account Report - each additional account
$25
Business & Entity Returns
Form 1065
Partnership Return
$895
Form 1120
C Corporation Return
$1,095
Form 1120-S
S Corporation Return
$895
Form 1120-H
Homeowners Association Return
$395
Form 1041
Estate & Trust Return
$795
Schedule K-1
Partner or Shareholder Statement - each
$35
Schedule K-2 / K-3
International Distributive Share Items
$500
Schedule M-3
Net Income (Loss) Reconciliation
$500
Form 1125-A
Cost of Goods Sold
$100
Form 1125-E
Compensation of Officers
$100
Form 2553
S Corporation Election
$150
Form 7004
Business Extension of Time to File
$75
Form 8825
Rental Real Estate Income & Expenses
$100
Form 8832
Entity Classification Election
$150
Business Estimated Tax Worksheet
$175
Amended Business or Entity Return
$400
Exempt Organizations
Form 990
Return of Organization Exempt from Income Tax
$950
Form 990-EZ
Exempt Organization Return - Short Form
$650
Form 990-N
Electronic Notice (e-Postcard)
$250
Form 990-PF
Return of Private Foundation
$1,200
Form 990-T
Unrelated Business Income Tax Return
$450
Schedule A
Public Charity Status & Public Support Test
$200
Schedule B
Schedule of Contributors
$100
Schedule D
Supplemental Financial Statements
$150
Schedule G
Fundraising or Gaming Activities
$150
Schedule J
Compensation Information
$150
Schedule L
Transactions with Interested Persons
$100
Form 8868
Exempt Organization Extension
$75
Services
1040-ES
Estimated Quarterly Payments / Quarter
$125
Customized Tax Savings Plan - Standard
$450
Customized Tax Savings Plan - Comprehensive
$800
Second-Opinion Return Review
$200
Prior-Year or Delinquent Return
+ 15%
Form 1040-X
Amended Individual Return
$200 +
IRS or State Notice Response
$150 / hr
Audit Representation
$200 / hr
Bookkeeping & Records Reconstruction
$100 / hr
Disorganized or Incomplete Records
$125
Documents Received After March 15
$75
Expedited Preparation - Under 7 Days
$150
Duplicate Copies or Reissue
$25
Please note that this schedule shows minimum fees. Rates may be higher due to complexity of the return, the number of forms required, the amount of tax documents received, and other factors. Should tax research, accounting work, or additional meeting time be required, the additional services will be billed at the standard hourly rate of $150/hour. Bookkeeping and records reconstruction is billed at $100/hour. Business and exempt organization returns assume books are closed and reconciled; fees are higher where records require reconstruction. Discounts available on a case by case basis for entities like non-profits and micro businesses. Group rates are available to dioceses, parishes, and religious institutes engaging preparation for five or more clergy returns. Prices subject to change without notice. Other charges for additional forms may apply. In the event that the engagement ends before completion, clients are responsible for any expended time at the aforementioned hourly rate.