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Tax Preparation

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Tax Preparation

Applied Advisor is an Authorized E-File Provider. Kathy Hentges, CFP® is an Accredited Domestic Partner AdvisorSM who has worked with the complex issues faced by California Domestic Partners since 2007.

In California a paid tax preparer must be registered with the California Tax Education Council (C.T.E.C.) unless the preparer is an Attorney, Certified Public Accountant (CPA), or Enrolled Agent (EA). C.T.E.C. registration is not a certification or license; it means the preparer has had a certain number of tax education hours, adheres to a code of conduct and carries a bond. There is no such thing as a certified tax preparer in California.
Fees and Sample Prices
  • As of January 1, 2017 the tax preparation rate is $210 per hour.
  • Prices below are samples, you will receive a cost estimate before we get started. The minimum charge for a return is $210

  • All prices include CA 540.
  • 1040 with Itemized Deductions: $315 and up.
  • 1040 with Side Business/1099MISC Income: $410 and up.
  • 1040 with Sole Proprietorship: $630 and up.
  • 1040 with Rental Income: $630 and up.
  • Rental Income First Year Set-up: $700 and up.
The Clients We Work With
  • Domestic Partners who file jointly in California and separately using community property rules federally. Our specialty!
  • Any individual filer with a return more complex than a 1040EZ including sole proprietors, contract workers, landlords, investors, stock option or GSU recipients and single member LLCs.
  • Multi state filers.
  • Tax only clients are welcome (no financial planning required), but Applied Advisor is a financial planning firm and it is sometimes necessary to limit the number of clients that confine the use of our services to tax preparation.
The Clients We Can't Work With
  • S Corporations
  • Partnerships
  • Trusts and Estates
  • Multi Member and/or out of state LLCs
Disclosures
Advisor is a California Registered Investment Adviser. Financial planning, tax preparation, and primary client contact is provided by Kathy Hentges, CFP®, founder and principal of Applied Advisor LLC (dba Applied Advisor). All written content on this site is for informational purposes only. Material presented is believed to be from reliable sources and no representations are made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Sample reports are for illustration only and do not represent actual plans or recommendations. Fee-only financial planning and investment advisory services are offered through Applied Advisor, a registered investment advisory firm. The presence of this Website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state(s) in which Applied Advisor is registered (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are registered). The purpose of this website is for information distribution of our services. Kathleen Hentges, CFP® is a California Registered Tax Preparer, C.T.E.C. Number A103130. A surety bond is maintained with State Farm Insurance.