Affordable Tax Preparation You Can Trust

Tax Year Updates

Fees

$25 per hour: or partial hour for consultation only.

Advance payment IS NOT required before tax prep; but IS REQUIRED before e-filing or mailing.

$250: Tax Preparation and E-file individual, head of household, or married filing joint/married filing separate returns – federal and state. The cost of tax prep can be deducted from your refund for current year taxes. However, the bank will charge additional - fees ($150-$200 +/-). A copy of your return(s) will be provided after payment, e-file and acceptance. Same fee applies for amended tax returns.

$200: - Tax Preparation Fees for past year’s taxes. Past year taxes cannot be filed electronically. There is an additional $10 fee ($20 if your state has federal and state taxes) to cover priority mail postage with proof of delivery if required to mail for you.

$300: Tax Preparation and E-file for Business Taxes, if preparation of 1099s for your employees is required. Same fee applies if required to total and categorize individual receipts. Complete the Schedule C (self-employed) form (if applicable) . If you have more than one business or if you have more than one 1099 because you work as an independent contractor, you will need to complete a Schedule C for each job.

EIN: (Employer Identification Number) documentation, if you have employees.

Forms Required

Please complete, sign and return the attached forms:

1. Taxpayer Application If married, filing joint or married filing separate, complete Step 1 on a separate client application form for your spouse.
2. Consent to Use form gives me permission to prepare your taxes
3. Consent to Disclose form gives me permission to e-file your taxes

These are fill-in forms and can be completed, signed electronically and returned by email.

Documents

Please make sure all copies of documentation are clear, legible copies taken in good lighting and capture all four corners of the document. I am required to submit them electronically to e-file for you.

• Unexpired Identification for Taxpayer(s) – driver’s license or State ID
• Social Security Cards for Taxpayer(s) AND dependent(s)
• Dependent Birth Certificate(s) (only if the last name of the child is different from the taxpayers)
• (Proof of Address) Utility Bill/Bank Statement/Phone Bill/1st Page Lease if different from address on license or I D card.

Copy of W2(s) and all Income Documents

• 1099 Misc
• 1099 NEC – non-employee compensation
• 1099-K – Uber, Door Dash, or food delivery drivers who earn $600+
• 1099-INT – interest income
• 1099-DIV – dividend income
• 1099 SSA – social security income
• 1099G, (Unemployment)
• W2-G – Gambling Winnings

Deduction and Credit Documents

• 1098 mortgage interest
• 1095 A, B or C, etc. (Medical Insurance}
• 1098 T Tuition statement
• 1098-E student loan interest

For those who itemize DO NOT SEND YOUR RECEIPTS - provide an itemized list and totals.

For medical deductions, list by medical (doctor) copays, pharmacy/medication copays, medical miles (round trip) and parking.

For educational deductions, list cost of books, equipment (computer, copier, printer), supplies, etc. Make sure you keep all documentation for proof in case of an audit.

For mileage deductions, travel for business, medical and charitable purposes are deductible. Maintain copies of receipts.

If receipts are not available, IRS will accept detailed list of expenditures.

Ready to Get Started?

Download these PDFs to begin the process. Fill out the form below if you have questions and we'll get back to you within 24 hours

Tax Payer Application - Consent to Disclosure - Consent to Use