We are committed to providing quality tax preparation for a reasonable fee. We are confident that you will find our fees to be less than those charged by the national franchises and competitive with what other independent tax preparers in the area charge.
FEES
Fees are determined by the forms that must be prepared for each individual client. The basic fee for an individual return is $185 and includes the preparation of a federal form and one state form, electronic filing, and unlimited phone contacts throughout the year. The fee for preparing additional state returns is $100 per state.
The basic fee for a trust return return is $375 plus $25 for each beneficiary.
FEES
Fees are determined by the forms that must be prepared for each individual client. The basic fee for an individual return is $185 and includes the preparation of a federal form and one state form, electronic filing, and unlimited phone contacts throughout the year. The fee for preparing additional state returns is $100 per state.
The basic fee for a trust return return is $375 plus $25 for each beneficiary.
Fees for other forms and schedules range from $10 to $50. We are happy to quote prices prior to beginning work, but reserve the right to modify the quote based on the actual forms that must be completed.
For those making in-person appointments, there is a $85 fee if a follow-up appointment is required because a client is not prepared with all required documents at the first appointment
For clients with complex tax situations that require significant research or data entry time, the extra work will be billed at $85/hour.
Fees may be paid in cash, by check, deducted from your federal refund before it is deposited into your bank account or charged to a major credit card. There is a $50 service fee to have your fee deducted from your refund.
OUR GUARANTEE
We strive to be 100% accurate. However, mistakes occasionally occur and when they do, we correct the mistake, reimburse you for any interest and penalties you are charged and offer you a $25 discount on your return the following year. Any taxes due to either the IRS or a state are the taxpayer's responsibility.
NOTICES FROM THE IRS OR A STATE TAX AGENCY
Part of our service includes responding to notices you receive from the IRS or a state tax agency. DO NOT respond to a notice without consulting with us first - most notices are erroneous and we know how to respond and get a quick resolution for you. There is normally no charge for this service. However, if a notice requires us to prepare an amended return because you failed to report something to us when your original return was prepared, we will charge you for the work we do at our hourly rate of $85/hour.
For those making in-person appointments, there is a $85 fee if a follow-up appointment is required because a client is not prepared with all required documents at the first appointment
For clients with complex tax situations that require significant research or data entry time, the extra work will be billed at $85/hour.
Fees may be paid in cash, by check, deducted from your federal refund before it is deposited into your bank account or charged to a major credit card. There is a $50 service fee to have your fee deducted from your refund.
OUR GUARANTEE
We strive to be 100% accurate. However, mistakes occasionally occur and when they do, we correct the mistake, reimburse you for any interest and penalties you are charged and offer you a $25 discount on your return the following year. Any taxes due to either the IRS or a state are the taxpayer's responsibility.
NOTICES FROM THE IRS OR A STATE TAX AGENCY
Part of our service includes responding to notices you receive from the IRS or a state tax agency. DO NOT respond to a notice without consulting with us first - most notices are erroneous and we know how to respond and get a quick resolution for you. There is normally no charge for this service. However, if a notice requires us to prepare an amended return because you failed to report something to us when your original return was prepared, we will charge you for the work we do at our hourly rate of $85/hour.