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This is a difficult question to give an easy answer to because it depends on each situation. We bill by the project, and it depends on many factors: complexity of the tax return, number of transactions, organization of the data, risk levels, and tax code calculations. A self-employed person with a Schedule C will pay more than a person with two W-2 forms and some stock sales due to the above factors. Your all-inclusive investment with us, assuming no material changes from the prior year, will be similar to the prior fees with us, considering the nominal industry-standard annual inflation. We do reserve the right to make changes to the engagement fee as sometimes tax situations arise that we are unaware of at the time the engagement fee is established. Our prices are very competitive. For further information and/or a credit card payment slip, please see our information sheet.
If you are a new client, please bring your tax returns from the prior year, including all forms and schedules. Please bring our signed engagement letter, questionnaire, Basic Info Organizer, and any of our other organizers that may apply. Using these organizers will help you to organize the documents you need to bring in, including the following forms and information: W-2, 1099-INT, 1099-DIV, 1099-B, 1099-SA, 1099-G, 1099-MISC, 1098 forms, childcare details (if applicable), student loan interest paid, and anything else that may seem relevant.
If you have any itemized deductions including real estate taxes, mortgage interest, medical expenses, contributions, etc., please use our appropriate organizer.
We do not prepare your return during our meeting. We firmly believe that taking time to ensure that the return is as complete as possible is the most appropriate method for tax preparation and saves everyone time later on. We want to be able to research applicable laws if necessary and do a thorough review. That being said, we are always shooting for a two-week or less turn-around period. Becky will send you a reminder if we are waiting on documents or information from you.
Please review the Tax Process section on submitting documents here.