Frequently Asked Questions

General Questions

My flat price is determined by the complexity of your return. There are no additional, hidden, or hourly fees. Please fill out the new client form and I can give you an accurate quote before we begin!

Things that can effect the flat fee:

  • Are you self employed? Or a W2 employee? Do you have multiple W2’s? Multiple 1099’s?
  • Do you have brokerage accounts? Capital gains? Rental income?
  • Do you have income from more than one state?
  • Do you have childcare expenses?
  • Are you married filing separately?
  • Do you operate more than one business?
  • Do you have assets to depreciate?

– Tax Preparation

– Tax Planning

– Tax Resolution

– Business Formation

When you fill out the new client questionnaire I will provide you with a quote based on that information. This is a fixed price for the work you have requested done and no additionally hourly fees will be added unless additional work is requested. The only possible additional fee could be for credit card processing.

On average, my flat fee covers:

  1. All the forms you need to properly file your taxes
  2. E-filing your state and federal taxes
  3. A PDF of your Federal and State tax return
  4. Consultation during the year
  5. Prepared estimated taxes, if applicable

-Cash

-Check

-Zelle

-Venmo

-Credit Card (plus a processing fee)

Preparing Your Taxes

By drop-off, by appointment or through our Secure Portal

To get started, use our handy Client Tax Organizer to provide me with all the pertinent information to get started. From there, I will also need any and all tax forms for the year we are working on. If you work for yourself, this may also include things like bank statements or a P&L.

If you’re new, please also send us your tax return from the previous year.

If you dont have receipts, thats ok. Bank or credit card statements are seen as primary documents and can be used to verify expenses if needed.