Once you’ve received all of your documents & have completed the Tax Packet, THEN you can book your appointment! Overtime (starting at $65) 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 this completed Tax Packet AND all of your tax docs
24 hours BEFORE your appointment. That means Mail COPIES of everything to me 4 days before your appointment, or email everything in ONE LONG PDF the day before your appointment.
My incentivized pricing remains virtually the same as the last 4 years.
The 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.
New: 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 = $250
Mar 1 - 15 = $300
Mar 16 - 31 = $350
Apr – Dec = $400
(all prior years $400)
S.M.L.L.C. add $250
Married Filing Joint add $100
Extra States add $40 for each state
Overtime $260 an hour, in 15 min increments
Non Tax Return work is also charged at $260 an hour
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 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.