How much do you charge?
Each account's invoice is figured on a individual basis. For individual and business tax returns, the price varies by the number and kind of forms used to prepare the return. I can assure you that my prices are significantly less than the price of my top three competitors. Please be advised that services will not be performed until an initial quote is provided during the interview.
Business - What do I need to bring?
To prepare an accurate return, the following items will be needed:
Current income statements for business
Copy of previous year's return
Copies of employer tax returns
Officer/Owner information
Individual - What do I need to bring?
To prepare an accurate return, the following items will be needed:
Copy of prior year's tax return
Social security numbers and birth dates of individuals listed on the return.
Wage information forms (W2, 1099, or itemized income statement)
Retirement Income withdrawals (Form 1099-R)
Itemized deductions (contact me for a detailed checklist)
Educational Expenses(Student loans paid, classes taken, 1098-T)
Daycare expenses
How can I make an appointment?
Please use the "Contact Me" form to set up an appointment time.