Thomann Tax, Inc.
1. Consulting session: verbal no report $300
Review and explanation of pension benefit, pension options, VSF, taxation, rollover choices, NYC Deferred Compensation Plan, TDA, and Union Annuity Plan.
1. Hourly consulting – $250 per hour
2. Pension Valuation – $450
3. Domestic Relations Order (QDRO)
- Defined benefit (pension) plan (FDNY & NYPD only) – $500
- 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: minimum fee $225
Minimum fee includes the preparation of form 1040 and (1) one state tax return.
Note: Fee range for most clients is $225 to $275.
Tax Planning: minimum fee of $300 for non-tax preparation clients ($200 minimum fee for tax preparation clients)