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.

4. Consulting session with summary report (option costs) for divorced pre-retirees  $500

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

5. Consulting session: pre-divorce, no report  $300

Session reviews pension and retirement planning issues for an individual getting divorced.

6. Review of Divorce Agreement, DRO(s) & QDRO(s), no report  $300

Review and verbal explanation of divorce agreement and a Domestic Relations Order(s) and Qualified Domestic Relations Order(s).

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 $300