About Us
Services
Our office primarily prepares personal income tax returns (1040). Appointments can be made for preparation of complex returns (you are self-employed, own rental homes or farms). Please see our FAQ section for questions. If you cannot find an answer to your inquiry, please call during business hours.
Personalized Organizer
Until January 25th, you have the opportunity to acquire a personalized organizer containing your previous year's information, serving as an alternative to the blank profile sheet.
You can opt for this in various ways:
Alternatively, you can download the blank profile sheet below in our comprehensive explanation of the process under the "TY 2023 Process" heading.
You can opt for this in various ways:
- Visit our office for a printed copy.
- Request an electronic copy by phone, the only option for this to work is to setup a secure portal for the email address we have on record for you (for married individuals, it will be sent to the taxpayer listed on the return). Once you create a password for the portal, you'll find your requested organizer in the portal.
- Submit an online request on the form at the bottom of the Missing Information page ("Personal Organizer" header).
Alternatively, you can download the blank profile sheet below in our comprehensive explanation of the process under the "TY 2023 Process" heading.
TY 2023 Process
Due to Nikki's Health, there have been some minor process changes emphasizing additional drop off returns. Same-day service will be a limited amount per day subject to capacity.
Please be sure to have your ID with you and available for our staff.
1) Profile Sheet and Questions:
Please be sure to have your ID with you and available for our staff.
1) Profile Sheet and Questions:
- Complete your profile sheet and questions. Although much of the information may remain the same as last year, it is a requirement from the IRS, and providing this data will significantly expedite the preparation of your return. If it's before January 26th, see above to obtain a personalized organizer.
| profile_sheet_2023-1.pdf |
2) Documents Submission:
- Bring the filled-out form, along with your documents and tax forms (removed from envelopes), to our office. Place them in the provided manila envelope, conveniently located just above the drop-off box inside the entry door. It's important to highlight that for same-day service, all documentation must be printed in advance. If you are unable to print your documentation at a library, office supply store or elsewhere, you will need to do a drop off. You will then note on your profile sheet that you are uploading pages to the guest portal and indicate how many pages you are uploading. You can then submit your unprinted documentation to our guest portal (only available until March 15th). We will process returns in the order they are received.
3) To minimize time in our office there are two options available for your Convenience:
A) For same-day preparation
B) For drop-off return (ending March 15th (subject to change))
- Same-day preparation (must have everything printed) ('new for 2023' this will be limited by capacity per day)
or - Drop off (ending March15 (subject to change))
A) For same-day preparation
- Use kiosk to check in and place yourself on the waitlist. You’ll receive 3 update texts:
- First text: Confirmation upon check-in.
- Second text: Return to our office parking lot.
- Third text: Enter our office waiting room as directed by the preparer.
- Submit the envelope (from the above “Documents Submission” section) to a Sexton's employee.
- If daily capacity is reached, our employee will inform you. You can choose to drop off for preparation or return another day for same-day preparation.
B) For drop-off return (ending March 15th (subject to change))
- Place the envelope in our drop-off box just inside the entry door.
- Anticipate a call from a preparer to address finalizing your return and provide additional instructions. Regular updates on our website will highlight the specific date we're currently focused on for the returns in progress. While being on your date doesn't guarantee a call that specific day, it indicates that we are actively processing returns dropped off on the same day as your documentation.
We appreciate your cooperation, and our team is here to assist you throughout this process. If you are unable to make it to our office, please call us at 812-464-2646 during office hours to discuss our electronic/mail drop-off options. Portals for those who've used them last year can be signed into here.
Tax Year 2023 General Pricing Information
The majority of taxpayers will have a flat fee for our tax preparation services. A few of the most common exceptions are outlined below. Keep in mind in addition to below there are additional fees if you are unorganized, unprepared or do not have totals calculated for your information.
There will be additional fees if you need our fee held from your refund, please call us at (812) 464-2646 for an explanation of those additional fees. Note: E-filing your federal and completion of one state are included in the below pricing.
There will be additional fees if you need our fee held from your refund, please call us at (812) 464-2646 for an explanation of those additional fees. Note: E-filing your federal and completion of one state are included in the below pricing.
Preparation Charges for TY 2021-2023(if paid upfront)
Note:For years prior to 2021, there will be an additional $60 Obsolete Fee per return per year.
$100 Short-form return
$160 Return with a Sch A (typically homeowners itemizing)
$180 Return with a Sch C or E
$80 Amendment fee (if we did the original return) Note: This fee is on top of the preparation charges shown if we didn't do the original return or if we did the original return and you're upgrading to more services (For instance didn't file on self-employed income. You'd then be charged $80 extra for a self-employed return in addition to the $80 amendment fee).
Other/Additional services
$20 Additional copies of tax return (for TY 2021-2023)
$40 Additional copies of tax return prior to 2021
$20 Return with Energy Credit entries (Form 5695)
$20 Injured Spouse
$20 Additional SE Income, Rental Homes
$20 Additional states (one included in price)
$20 Entry of stock or bitcoin transactions (form 8949) (every 5) (note for transaction summary with totals, each total is listed as one transaction)
$20 Additional copies of tax return (for TY 2021-2023)
$40 Additional copies of tax return prior to 2021
$20 Return with Energy Credit entries (Form 5695)
$20 Injured Spouse
$20 Additional SE Income, Rental Homes
$20 Additional states (one included in price)
$20 Entry of stock or bitcoin transactions (form 8949) (every 5) (note for transaction summary with totals, each total is listed as one transaction)
Methods of Payment
We accept Cash, checks (though no checks from Regions Bank) or credit cards via swipe, or any credit card.
We accept Cash, checks (though no checks from Regions Bank) or credit cards via swipe, or any credit card.