Personal (1040) Tax Packages
01
Simple 1040 -$250
W2, Deductions, and Common Credits
Super simple 1040s only.
02
Standard 1040 -$500
1 of Schedule C, E, F, or H
Base package for a 1040. It includes 1099 returns with no expenses.
03
INtermediate 1040 -$1000
Includes Schedule C, E, F, or H
A return with any 2 of the above schedules. Up to 4 K-1s included.
04
Complex 1040 -$1500
Multiple Schedules
A return with multiple schedules and/or K-1s.
Discounts are offered at my discretion; these are my standard prices.
State tax returns are included in all packages at no additional cost.
Business Tax Packages -1120S and 1065
01
Bronze
Compliance Only -$1500
Preparation of one 1120-S or 1065 for your business. You will get a complete package with your return and K-1s.
02
Silver
Compliance Plus -$2500
This package includes 2 quarterly meetings (June & December), 1 business and tax strategy session, and unlimited email questions.
03
Gold
Premium -$4000
You’ll get 4 quarterly meetings with estimates, an annual tax plan, unlimited phone calls, emails, and strategy meetings. Transcript monitoring and notice response included.
Discounts are offered at my discretion; these are my standard prices.
State tax returns are included in all packages at no additional cost.
Please note: all business return prices assume you provide us with end of year financials. Cleaning up your books is an additional service.
Other Services I Offer
01
IRS Transcript Monitoring
$50/person/year
This allows you to learn in advance of any activities the IRS or anyone else takes on our tax account. It can prevent problems and catch identity theft.
02
Notice Response
$50/return/year
I will review and respond (or give you guidance on responding) to any notices the IRS sends regarding your return. This not the same thing as representing you in an audit.
03
Tax planning and advisory
$1000-$3000
See the page on these services for more information.
04
Bundled Services
Varies
Do you want me to do more than one return, such as both your business and personal returns, or combine tax prep with tax planning? I will give you a discount for these bundles. Contact me for more information.
My Process
01
Initial Appointment
By Phone or Video
You can schedule a complimentary appointment with me on my bookings age. This is your chance to ask questions and get to know me.
02
Engage
Sign Engagement Letter
You will sign an engagement letter that spells out the work I will do and what it will cost.
03
Upload
Document Handover
You will upload all of your tax documents to my secure portal. I will give you a list of what we need.
04
Prepare
Tax Return Preparation
Now I will get to work and prepare your tax return quickly and accurately and will get it to you for review by the guaranteed date.
05
Review
Return Sent By Secure Portal
You’ll have plenty of time to review your return before signing it.
06
Delivery Meeting
By Phone or Video
In this meeting we’ll go over your return and answer any questions you have. You can also choose to skip this meeting and ask questions by email.
07
Pay, Sign and File
Almost there
Now you’ll pay our fee and sign your returns. Then we’ll file them with the IRS and state authorities.
08
The end
You’re Done!
You’ll get a copy of the final, accepted returns that you can store electronically or print out.