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PLEASE READ BELOW

PLEASE NOTE: If you are a business owner or self employed your profit & loss statement (P&L) MUST be attached to your submission or your expense breakdown sheet. We will NOT calculate & breakdown your expenses for you. If the information you provide to use is incomplete or not correct we will not be able to file your taxes. 

  • ANY incomplete submissions will be removed from the system. Uploads of all tax documents, state issued ID, W2 statements, income statements and social security cards for everyone on the return are REQUIRED documents needed for filing. If you have additional documents that you can not attach to the intake form, please let us know that in the notes so we can request you upload them in your secure client portal. Please do NOT SEND TAX DOCUMENTS VIA EMAIL.
     

  • Our calendar for Tax Consultations is currently open. Schedule Consultation Here 

  •  NO tax documents will be provided until your invoice is satisfied. 

  • Our team members will contact you in 3-5 business days after submission. It is typically sooner.  Please store our phone number in your phone and remove any 800 blockers so we can get through when we call.

  • We will start accepting new tax submissions again January 2022.

 

PRICING FOR TAX PREPARATION

  • Individual Returns Starting Price................................................................................... $195

    Individual tax return filing starts at $195 and is based on the complexity of your return. We can file 3 years of previous returns also. You can pay out of your tax refund if you are receiving one or by credit/debit/ACH
     

  • Business/Self Employed Return Starting Price ....................................................................... $450
     

    Business returns start at $450. Please fill out the individual and business submission forms above. Your individual and business/self employed taxes are filed together.You can pay out of your tax refund if you are receiving one or by credit/debit/ACH
     

  • Amendments Starting Price ........................................................................................................... $400

    Need an amendment? Our fee starts at $400. Your entire completed tax return is needed. You can pay your invoice by credit/debit/ACH.
     

  • Multi Service/Year Discounts

    We offer discounts for multiple year return filing.