Estimated Fees listed below are valid through April 15, 2015.

Basic Tax Return

$400

Review of your prior year tax returns

Federal 1040

One State Tax Return

W-2s

Standard Deduction

Federal & State E-Filing

Basic Plus Tax Return

$450+, upon review & consultation

Review of prior year tax returns

Federal 1040

One State Tax Return

W-2s

Itemized Deductions (Schedule A)

Interest & Dividend Reporting (Schedule B)

Schedule (F) Profit or Loss for Farming

Federal & State E-Filing

Advanced Tax Return

$500+, upon review & consultation

Review of prior year tax returns

Federal 1040

Multi-State Returns

W-2s

Itemized Deductions (Schedule A)

Interest & Dividend Reporting (Schedule B)

Self-Employed Filers (Schedule C)

Stock Sales & Reporting (Schedule D)

Stock Options & Reporting (Schedule D)

Rental Properties (Schedule E)

Royalties (Schedule E)

Schedule (F) Profit or Loss for Farming

K-1s

Federal & State E-Filing

Child’s Tax Return

$85+

Federal 1040

One State Return

W-2s

Standard Deduction

Federal & State E-File Fees

General Tax Planning

$175

Taxes…A Year Round Event

No one likes to think about taxes more often than they have to.

However, tackling tax questions throughout the year (instead of waiting for tax season) can result in more tax savings and less stress!

» If you have a tax issue that needs to be addressed use the form below for a no obligation initial consultation.  This includes reducing your overall taxes, selling your home, starting a small business, 401(k)/IRA distributions,  gains/losses on stock sales, etc.

 

» If you have a Flexible Health Spending Account at your office and you have no idea how much to contribute, enter your information below to receive a free FSA worksheet.

 

» If you are awaiting an IRS refund and want to know where it is, click HERE to find out.  Be sure to have your tax return on hand because you will need some information from it.

 

And don’t worry.  By filling out this form, your personal information will not be sold to or shared with third parties.  I don’t appreciate when others do it to me–so I won’t do it to you.

 

Remember: If your tax preparer is not giving you advice to help you save on your future taxes (legally!), it’s time to find a new preparer!

Need answers?  Let us know.