Thomann Tax, Inc.
Fee Schedule

Pension & Retirement Consulting

1. Consulting session: verbal no report  $300

Review and explanation of pension benefit, VSF, taxation, rollover choices, NYC Deferred Compensation Plan, TDA, and Union Annuity Plan.

2. Consulting session with summary report (no option costs)  $400

Summary report consists of pension calculations based on different withdrawal elections at retirement, rollover choices, and tax issues of retirement plans.

3. Consulting session with summary report (option costs)  $450

Summary report consists of pension calculations based on different withdrawal elections at retirement, option costs, rollover choices, and tax issues of retirement plans.

Divorce Consulting

1. Hourly consulting $250 per hour

2. Pension Valuation – $450

3. Domestic Relations Order (QDRO)

  • Defined benefit (pension) plan – $400
  • Defined contribution plan (457b, 401k, annuity, etc.) –$300 per plan

4. Review of Divorce Agreement, DRO(s) & QDRO(s), no report  $250

Review and verbal explanation of divorce agreement and a Domestic Relations Order(s) prepared by someone other than Thomann Tax, Inc.

Tax Preparation & Tax Planning

Tax Preparation:  minimum fee $230

Minimum fee includes the preparation of form 1040, Schedule A, Schedule B, and (1) one state tax return.

Tax Planning:  minimum fee of $300 for non-tax preparation clients ($200 minimum fee for tax preparation clients)