MY RATE$
My incentivized pricing means 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.
> As always - you will receive your tax return via email through WeTransfer.
> I am also happy to snail-mail you another copy on a flash-drive at no extra cost.
> > New this year: There will be a $10 fee if you want me to mail you a hard copy of your tax return on paper in a folder, including the flash drive. I'm happy to do it,
but there will be a $10 fee.
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)
TAX DAY EXTENSIONS $50
Request must be made by April 5th
-
S.M.L.L.C. add $300
-
Married Filing Joint add $100
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Extra States add $50 for each state
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$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 (in the Tax Packet) 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.com it's free and no password required!
Please put
YOUR NAME 2024 TAXES
as the subject line to me.
(If you are sending me more than one year,
put the date for each year in the subject line)