DEPENDENT FILING 

  

Under limited circumstances our firm will complete tax returns for our clients' dependents for free. We will not charge for simple dependent returns that meet the following criteria.

* There is no Consolidated Form 1099 involved - meaning investment income.

* Forms 1099-INT are OK

* There are no more than two Forms W-2

* There are no Forms 1099-MISC, 1099-NEC, or other self-employment income 

* There is no state tax filing required other than California 

* If there are any other Forms or sources of income then we will charge a minimum of $50. More complex returns, especially those involving investment income will be charged more.

 * Each additional Form W-2 will incur a $10 additional fee

* Any state tax return other than California will incur an additional charge of $50 per state

* Any self-employment will be charged at the regular rate for that type of Form