Broker Check
<strong>Client Discount</strong>
<strong>(Assets Under Management)</strong>


Basic Package ($250.00)

  • Form 1040 (Schedules 1-3) and state return
  • Schedule B (Interest and Ordinary Dividends)
  • Schedule D/Form 8949 (Capital gains and losses)
  • Form 2555 (Foreign Earned Income)
  • Tax review and plan

Complex Package ($500.00)

  • Form 1040 (Schedules 1-3) and state return
  • Schedule A (Itemized Deductions)
  • Schedule B (Interest and Ordinary Dividends)
  • Schedule D/Form 8949 (Capital Gains and Losses)
  • Form 2555 (Foreign Earned Income)
  • Tax review and plan

Small Business Package ($750.00)

  • Form 1040 (Schedules 1-3) and state return
  • Schedule B (Interest and Ordinary Dividends)
  • Schedule C (Profit/Loss from Business)
  • Schedule D/Form 8949 (Capital Gains and Losses)
  • Form 2555 (Foreign Earned Income)
  • Qualified Business Income Deduction analysis
  • Form 8995 or 8995-A (Qualified Business Income Deduction)
  • Form 8829 (Expenses for business use of your home)
  • Tax review and plan

Additional Forms/Schedules ($25.00 - $50.00 Each)


No unpleasant surprises. Final price quoted up front and agreed to in writing.


Payment can be made by US check or bank transfer through PayPal or Venmo.

Tax Preparation Services Provided By Cadence Tax Advisors, PLLC

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