Get Income Tax Services

Tax Return Services

Expert, experienced, career professionals prepare your tax return based on information you provide to us. Human, personal service is always delivered to you per our 10 point guarantee during and after tax return preparation:

  1. WE SAFEGUARD YOUR DATA, PROVIDING A WRITTEN PLEDGE OF ABSOLUTE CONFIDENTIALITY,
  2. WE FOCUS ON YOUR INDIVIDUALIZED CONCERNS, GOALS AND REQUIREMENTS, AS WE COLLECT YOUR INFORMATION AND ASK THE RIGHT QUESTIONS,
  3. WE INFORM YOU OF THE BENEFITS AND CHALLENGES OF COMPLIANCE WITH TAX LAWS AND FORWARD PLANNING,
  4. WE ASK OURSELVES "HOW CAN YOUR TAX BE LOWERED"? " HOW CAN WE HELP YOU TO REALIZE SAVINGS" THROUGH PROPER STRATEGIES AND PLANNING,
  5. WE ANSWER YOUR QUESTIONS, AND WE EXPLAIN REVELANT MATTERS ALL YEAR ROUND
  6. EXPERT PROFESSIONALS PREPARE YOUR TAX RETURN WITH CARE, THEN WE REVIEW AND DISCUSS RESULTS WITH YOU,
  7. ACCURACY AND QUALITY CONTROLS. WE COMPARE LINE BY LINE CHANGES IN YOUR TAX RETURN FROM CURRENT YEAR AND PRIOR YEAR, UNTIL YOU HAVE PROVIDED YOUR FINAL APPROVAL TO US,
  8. ELECTRONIC FILING IS PROVIDED WHEN APPROPRIATE; YOU RECEIVE ONE COPY ON PAPER AND PDF,
  9. WE STRIVE FOR A NET ZERO COST TO YOU; WE WANT YOUR POTENTIAL SAVINGS TO ALWAYS EXCEED THE AMOUNT OF OUR MODEST FEES,
  10. OUR FEES ARE ALWAYS COMPETITIVE. YOU GET MORE WITHOUT ALWAYS PAYING MORE.

10 point guarantee tax preparation - download here

Price List

Tax Return Preparation

SERVICE PROVIDED (see Big 5)

Minimum Base Fee

Comment

Form 1040; no rentals, no investments, no business aspects

$149 all year

$199 during April

Ask about same household, and dependent child tax return discount

Form 1040, investment, capital gain, rentals, Form K1

$249 all year

$275 during April

 

Form 1040 with Schedule C, unincorporated business

Add $149 to above pricing

You provide financial statements; bookkeeping services are available; there is an additional fee

Additional State Return (each)

$99 to $149

 

Amended Return Service (1040X)

Same pricing shown above

 

Full Tax Estimate Service

Same pricing shown above

 

Estate or Trust Tax Return

$575

You provide financial statements; bookkeeping services are available, but is not included

Gift Tax Return

$575

 

Visits to Your Location (each)

$99

Your office or kitchen table; 1 hour meeting

Paper Copy Retrieval

$26

 

Overnight Courier

$39

Weight may increase shipping cost

Certified Mail

$15

Weight may increase shipping cost

Price List Tax Return Preparation - download here