Process & Pricing - (still updating)
Details on our preparation process and current pricing.
Process
Pick the prep style that fits your schedule and needs.
Drop-Off Service
March 15 deadline, 2-3 week turnaround, no appointment needed.
Walk-In Service
Same-day service, physical waitlist on-site, limited daily capacity. You can check our current wait time here.
Personalized Organizer
Profile Sheet
Step 1: Info Gathering
Step 2: Submit Documents
Until January 25th, you have the opportunity to acquire a personalized organizer containing your previous year's information
Visit our office for a printed copy.
Call us to receive an electronic copy through our secure portal. For security, we can only send this to the primary email address on your 2023 record (or to the first taxpayer listed on a joint return). Once you set up your portal password, your Personalized Organizer will be waiting for you inside.
Download the blank profile sheet here.
Please be sure to have your ID with you and available for our staff.
Bring the Step 1 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.
Please complete your profile sheet and answer all questions. Even if your information hasn't changed, the IRS requires this annual update. Providing this data upfront significantly expedites your return preparation and reduces your delay.
Choose One
Final Checklist: Frequently Forgotten Items
Form 1095-A: Mandatory if you have Health Insurance through the Marketplace (Obamacare).
Identity Protection PIN: We cannot file your return without the 6-digit IP PIN issued to you by the IRS.
New Client Requirements: You must provide a physical referral card and a copy of your prior year tax return.
Calculated Totals: Ensure all business (Schedule C) or rental income (Schedule E) totals are pre-calculated. Additional fees apply for unorganized records. We have blank forms or you can print from the links earlier in this sentence.
Click the below button for more information regarding the bulleted items below.
2025 Pricing
Most clients pay a flat fee which includes Federal e-filing and one State return. To maintain these rates, ensure all information is organized and totaled; additional fees apply for unorganized records.
Tax Prep Charges (paid upfront)
Note: We do not prepare returns older than two years prior.
$80 Amendment fee applies if we prepared the original return. If we did not prepare the original return, or if you are adding new forms (e.g., adding a Schedule C), the $80 fee is added to the standard preparation rate for that service.
$20 Additional copies of tax return (for TY 2023-2025)
$40 Additional copies of tax return prior to 2023
$20 Return with Energy Credit entries (Form 5695)
$20 Injured Spouse
$20 Additional Sch C & Sch E
$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)
$100 Short-form return
$160 Return with a Sch A (typically homeowners itemizing)
$180 Return with a Sch C or E