Combining tax preparation with financial planning just makes sense to us.

By adding tax prep to financial planning, we are able to pay attention to all aspects of your financial life, so we know when you can realize tax savings by:

  • Restructuring your investment portfolio,

  • Shifting income to dependents in lower tax brackets,

  • Claiming appropriate office-in-home deductions,

  • Maximizing retirement plan contributions,

  • Identifying all the deductions that apply to you and/or your small business,

  • Using charitable gifting strategies more effectively,

  • Amending prior-year tax returns,

  • Or implementing other tax-saving strategies.

Also, since we are working with you throughout the year, not just when it’s time to file your return, we can spot new opportunities for tax savings when they arise before the year ends and you are no longer able to act on our recommendations. Fees are dependent upon specific IRS forms and services needed. You can reference our current pricing list below.

Individual Tax Return 1040 …$450

The following forms are included in the base return price:
Schedule A / Itemized Deductions
Schedule B / Interest and Dividends
Schedule D / Capital Gains and Losses
1040-ES / Estimated Taxes (Safe-Harbor Only)
State / Resident Tax Return

Please note: Married filing separately (MFS) is $450 per return

Additional Forms

Hicks Financial Partners charges a flat fee for each tax form or schedule. These prices are set per activity, per property, etc.
Schedule C / Profit or loss from Business …$150
Schedule E Part 1 / Supplemental Income or Loss …$150
Schedule E Part 2 / Income or Loss from Partnerships and S Corporations …$50
Schedule F / Profit or Loss from Farming …$150
Schedule H / Household Employment Taxes …$150
Form 8606 / Nondeductible IRAs …$50
Non-Resident State / Tax Return …$150

Complexity Rate …$100/HR

Hicks Financial Partners may charge an additional rate for complexity including, but not limited to, the following situations:
Missing or incorrect cost basis / Non-covered shares / Extensive charitable donations / Categorizing and organizing extensive expenses (Sch. C, Sch. E, etc) / Missing or incorrect depreciation / ISOs and RSUs / Sale of a home or rental property / Cryptocurrency transactions / FBAR reporting / Change in accounting method / State allocations / Adjustments and elections / Filing status analysis (MFJ vs. MFS) - Dependent tax return(s)

Trust Tax Return (Form 1041 / Tax Return for Estates and Trusts) …$600

Complexity Rate …$100/HR
Hicks financial Partners may charge an additional rate for complexity, including but not limited to, the following situations:
Fiscal year reporting
Section 645 election
Charitable remainder trust reporting
Final return
Basis step-ups, including alternative valuation date
Generation skipping tax

Business Tax Return …$900

Form 1065 / Partnerships
Form 990 / Organization Exempt from Income Tax
Form 1120-S / S Corporation
Form 1120 / Corporation

Complexity Rate …$100/HR
Hicks Financial Partners may charge an additional rate for complexity, including but not limited to, the following situations:
Income apportionment
Basis
Transfers of owners
Formation/dissolution
Disposal of business assets
1031 exchanges
Pre Production period expense capitalization (farms)
Tax credits other than Foreign Tax Credit
Review and recommendations of operation agreements
754 elections (partnerships only)
Distributions from accumulated earnings and profits
Tiered pass throughs
Net profit analysis/modifications for retirement
Deprecation