IFA.com | Index Fund Advisors, Inc. - Wealth Management, Taxes

Fee Schedule

Form Name	IRS Est Burden (in hours)	Form Description	Proposed Fee
Form 1040-X	4.5	Amended Income Tax Return - if we prepared the return	$300
Form 1040 +1 State return	13	U.S. Individual Income Tax Return	$500
Additional States	2		$100
Extension to File	2		$150
Form 2210	6	Underpayment Penalty	$250
Schedule A	5.5	Itemized Deductions	$100
Form 8823	2.5	Noncash Charitable Contributions	$50
Schedule B	1.5	Interest and Ordinary Dividends (per item)
Schedule B - By Item			$30
Schedule C	10.5	Profit or Loss from Business	$200
Schedule D	6	Capital Gains and Losses	$150
Form 8949	5	Sale and Other Disposition of Capital Assets
Form 8949 - By Item			$50
Schedule E - 1 Property/1 K-1	10	Supplemental Income and Loss	$200
Additional Rental Properties	5		$200
Additional K-1s	2		$125
Schedule F	6	Profit or Loss from Farming	$150
Schedule R	1.5	Credit for the Elderly or the Disabled	$100
Schedule SE	2	Self Employment Tax	$75
Form 1116	8	Foreign Tax Credit	$100
FinCEN Form 114	2	Report of Foreign Bank and Financial Accounts (FBAR)	$75
Additional Accounts	1		$75
Schedule J	4	Income Averaging for Farmers and Fishermen	$250
Form 2441	3	Child and Dependent Care Expenses	$60
Form 3800 pg 1-2	10	General Business Credit, pages 1 and 2	$200
Form 4684	5	Casualties and Thefts, page 1	$150
Form 4797	8.5	Sales of Business Property
Form 4797 - By Item			$100
Form 4972	1.5	Tax on Lump-Sum Distributions	$100
Form 5329	3.5	Additional Taxes on Retirement Distributions	$100
Form 6198	3.5	At-Risk Limitations	$130
Form 6251	6.5	Alternative Minimum Tax	$100
Form 8615	2	Tax for Certain Children Who Have Unearned Income	$75
Form 2555 pg 1-2	6.5	Foreign Earned Income Exclusion, pages 1 and 2	$250
Form 8814	1.5	Parents' Election to Report Child's Int and Div	$75
Schedule EIC	1	Earned Income Credit	$100
Form 8862	1.5	Info to Claim Certain Credits After Disallowance	$75
Schedule H	2.5	Household Employment Taxes	$150
Schedule 8812	1.5	Qualifying Children and Other Dependents Credit	$100
Form 8606	2	Nondeductible IRAs	$50
Form 8863	3	Education Credits, page 1	$100
Form 4952	2	Investment Interest Expense Deduction	$100
Form 8889	3	Health Savings Accounts	$75
Form 8880	1.25	Credit for Retirement Savings Contributions	$50
Form 8995	2	Qualified Business Income Deduction - Simple	$100
Form 8888	0.5	Direct Deposit of Refund	$25
Form 5405	2	First-Time Homebuyer Credit	$75
Form 8958	1	MFS Community Property Allocation	$50
Form 461	2.5	Limitation on Business Losses	$100
Form 8828	1.5	Recapture of Federal Mortgage Subsidy	$75
Form 8941	2.5	Small Employer Health Insurance Premium Cr	$125
Form 6252	3	Installment Sale Income	$125
Form 8621	6	PFIC or QEF Informational Return, page 1	$300
Form 8936	2	Clean Vehicle Credits	$100
Form 8959	1.5	Additional Medicare Tax	$75
Form 8960	3.5	Net Investment Income Tax	$125
Form 8582	4	Passive Activity Loss Limitations	$175
Form 8962	3.5	Premium Tax Credit, page 1	$150
Form 5695	2	Residential Energy Credits	$125
Form 8801	7	Credit for Prior Year Minimum Tax	$300

Form Name	IRS Est Burden (in hours)	Form Description	Minimum Proposed Fee
Form 1065	60	Return of Partnership Income	<$250,000 start at $1,000 >250,000 start at $2,500
Form 1120-S	65	U.S. Corporation Income Tax Return
Form 1120	105	U.S. Income Tax Return for an S Corporation
Form 1041	78	U.S. Income Tax Return for Estates and Trusts
Form 990	107	Return of Organization Exempt From Income Tax
Form 990-EZ	69	Return of Organization Exempt From Income Tax - Short Form
Form 990-PF	53	Return of Private Foundation
Form 709	6.5	United States Gift (and Generation-Skipping Transfer) Tax Return

IFA Taxes - Fees

Fee Schedule

Internal Revenue Service Publication 5743 (Rev. 4-2023)