ax
I have sold my house & I'm moving. I will have VERY limited availability.
ALL APPOINTMENTS ARE REMOTE FOR NOW.
......
Go to the BOOK IT! tab to book your remote end of season appointment.
MY RATE$
My incentivized pricing means earlier you get ‘er done, the less you pay me!
These rates are based on a 90 minute return.
Overtime is charged if you have to come back (meaning if I have to reopen your file) because you are missing even one document, or if the complexity of your return requires more time.
Everyone gets a folder, an emailed PDF and a flash-drive for Free!
If you contact me after your return is filed to get another copy, there is a $50 fee.
Jan – Feb = $300
Mar 1 - 15 = $350
Mar 16 - 31 = $400
Apr – Dec = $450
(all prior years $450)
NEW: TAX DAY EXTENSIONS $50
Request must be made by April 5th
S.M.L.L.C. add $300
Married Filing Joint add $100
Extra States add $50 for each state
$50 for me to file Tax Day Extensions for you
Non-Tax Return work, Consultations, and Overtime
is charged at $300 an hour, in 15 min increments
Here's a nifty idea: Fill in my Tax Packet Worksheets in DECEMBER - then as soon as you receive all of your tax forms and documents, you can make our appointment!
And as always, stack up your check stubs by payer, and make sure there is a W-2 or 1099 to go on the top of each stack.
Missing a W-2 or 1099? Look on your check-stub for the contact info.
Otherwise, look on my page of
PAYROLL OFFICES to get a reprint of your missing tax doc.
And PLEASE use my check-list of other tax documents. Do you have student loan interest? Investments? Anything else? You might have to go online to get those other tax documents BEFORE you make our appointment.
Once you’ve received all of your documents & have completed the Tax Packet, THEN you can book your appointment!
Overtime (starting at $75 per each 15 min.) will be charged If you are missing even one document and I have to re-open your tax return after your appointment date.
I must have your completed Tax Packet AND all of your tax docs
24 hours BEFORE your appointment. That means Mail COPIES of everything to me (so you keep the originals) 4 days before your appointment, or email all of your tax documents in ONE LONG PDF, and your Tax Packet Worksheets in ANOTHER LONG PDF, both in one email, the day before your appointment.
Password protect the docs or use WeTransfer
Please put
YOUR NAME 2023 TAX DOCS
as the subject line.
(If you are sending me more than one year,
put the date for each year in the subject line)