Personal Tax Services

Feel free to contact us for questions or more details.

Fill out the questionnaire’s below and upload them to the secure portal HERE.

2023 Individual Tax Questionnaire

2023 Dependent Questionnaire

Personal Federal & State Income Tax Preparation

Basic 1040 return - starting at $125 - W2 income, no dependents, includes cost of e-filing
1040 Return - starting at $150, includes cost of e-filing
Additional schedules/worksheets will be an additional charge
Pay-by-Refund is available to pay your tax invoice out of your refund for an additional charge
Extensions $25 (existing client) and $50 (new client)

AMENDED Personal Federal & State Income Tax Preparation

Starting at $175 per filing
Additional schedules/worksheets will be an additional charge

Hourly Services

Consultation (existing client) $60 per hour; Consultation (new client) $100
IRS Resolution & Audit Support $60 per hour
Federal or State Correspondence $60 per hour
General Research/Bookkeeping $60 per hour

The Process

We work with clients in-office or virtual through e-mail and our secure online portal.

Personal Tax Returns typically have a 1 week turnaround time.

Billing:

Pricing is subject to change and can be adjusted to meet your unique needs. We work with all clients to meet their tax and accounting needs at a price they can afford.

Tax Return Billing:

The charge for preparation of your tax return will be based on the complexity of the tax return and the forms required. The price will include federal return and one state. If you would like an estimate of your specific tax preparation fees, please contact us. For new clients and other clients not billed monthly, half of your estimated fee is due up front to start your return and the other half is due before filing. Final copy and e-filing will not be provided until balance is paid. Pay-by-Refund is available for an additional charge.