Brian Yarbrough Advisory & Tax Company

Financial Partner for Individuals, Businesses & Nonprofits

Fees

All fees are base rates and may increase depending on complexity. Final fees will be disclosed before filing. We do not charge based on a percentage of your refund.

Individual

  • 1040 (W-2 only) — $150
  • 1040 with Schedule A (Itemized Deductions) — $200–$225
  • 1040 with Schedule C (Self-Employed) — $250
  • 1040 with Schedule E (Rental Income) — $225–$250
  • Amended Return (1040-X) — $150–$175
  • State Return — $50–$75

Business

  • Partnership (1065) — $500
  • S-Corporation (1120S) — $600
  • C-Corporation (1120) — $650–$700
  • Nonprofit (990 / 990-EZ) — $350–$400

Schedules & Forms

  • Schedule C (per business) — $100
  • Schedule E (per property) — $75
  • Schedule F (Farming) — $150+
  • Form 8962 (Premium Tax Credit) — $40
  • Form 8862 / 8867 (Due Diligence: EIC / CTC / HOH) — $50
  • Form 1099 / W-2 preparation (per form) — $10–$15
  • Form 8829 (Home Office Deduction) — $40
  • Extension (Form 4868) — $50

IRS & Compliance Support

  • IRS Transcript Retrieval / Analysis — $50
  • IRS Notice / Letter Response Assistance — $75–$150
  • Installment Agreement Setup (Form 9465) — $75
  • Prior-Year Return Filing — $125+
  • Identity Protection PIN Assistance — $40

Other Services

  • ITIN Application or Renewal (Form W-7) — $100
  • Tax Planning Consultation (per hour) — $100
  • Bookkeeping Support (per hour) — $75
  • Notary Services — up to $10 per signature
  • Online Notary Services — up to $25 per signature, plus any required platform or ID verification fees

Bank Product Fees

  • Refund Transfer Fee — $39.95
  • Check Print Fee — $10
  • Prepaid Card Load Fee — $10
  • Direct Deposit to Bank Account — No additional fee
  • Advance Products — fees disclosed by EPS at time of request

Fees apply only if deducted from your refund or advance, in which case they are charged by EPS Financial, not Brian Yarbrough Advisory & Tax Company, and you may always pay us directly to avoid them.

Policies

  • All fees are base rates and may increase depending on complexity.
  • Final fees are disclosed before filing. We do not charge based on a percentage of your refund.
  • Payment is due at the time of service unless otherwise arranged.
  • Refund transfers and advances available through EPS Financial (bank fees apply).