What’s included?

The fee includes preparation of your current year tax forms all completed electronically, along with a review of your withholding and calculation of quarterly tax estimates if applicable. It also includes up to two hours of assistance for any audits or notices that arise, as well as support for any questions or concerns you may have throughout the year.

How much does a return cost?

I will review your prior year tax returns and current year tax forms and then provide you with a flat fee for services for the year. Individual tax returns typically start at $700 and increase based on complexity. That way you know exactly what you’re paying upfront.

Do I need to fill out a tax organizer?

No, you do not need to fill out a tax organizer. Most returns can be prepared based on the tax forms and supporting documents you provide. If additional email is needed, I will follow up via email.

Do I need to come in for an in-person interview?

No in-person interview is required. I will review your prior year and current year tax forms and and ask any supplemental questions via email. For any areas where additional discussion is warranted, we can hop on a call. My goal is to keep the process as efficient as possible.

What if I’m out of state?

Not to worry! The process is the same whether you’re local or out of state. Everything can be handled electronically.

How do I upload documents?

You’ll receive a link to our secure online portal where you can easily upload your tax documents.

Do I need to send my documents to you by a certain day?

Yes, all tax forms and other supporting documents are due by April 1st. This allows ample time for all returns to be prepared, reviewed, and discussed with clients. It helps keep the process smooth and as stress free as possible for everyone involved.

What if some of my tax forms aren’t available until after April 15th?

That’s ok. The rest of your tax forms are still due by April 1st. We will prepare a draft tax return and calculate the estimated balance due for you to pay in with an extension. Once we receive the outstanding items later in the year, we will finalize and file the returns.

What’s your turnaround time?

As soon as possible! We like to keep things moving and file as soon as your return is completed.