What do you charge to prepare a tax return?
We charge by the form. Your cost will vary depending upon the complexity of your tax return. Please call our office to request a quote.
Why must I schedule a pickup appointment? I’m not meeting with my tax professional, why can’t I just drop by your office whenever I’m in the area?
We always strive to make your interactions with our office as stress-free as possible. We typically have pickup appointments scheduled every 15 minutes. By scheduling your pickup appointment we are able to minimize the wait times when you come to pick up your tax return.
What do you charge for a tax consultation
We schedule consultations for a minimum of one hour and charge an hourly rate. Tax consultations are most often scheduled for estimating/forecasting tax liability and tax planning purposes. We do not schedule appointments to review self-prepared tax returns. Consultations are scheduled during the months of May through January. All fees are payable by cash or check at the time of service. Call or email our office for more information.
Why can’t I just pick up the folder at the front window and leave?
Picking up your tax return involves several steps: reviewing your completed tax return, signing the e-file forms, signing the Client Service Agreement, paying our fee (if it wasn’t paid at the initial appointment) and scheduling next year’s appointment.
What do you charge to review a completed return?
Since our tax professionals must go through the same process whether they are completing a new return, amending or reviewing a return for you, we do not review completed returns. We will prepare your tax return or an amended return. We charge by the form. Your cost will vary depending upon the complexity of your tax return. Please call our office and request a quote.
Why do I have to review the contents inside my black tax folder with your assistant?
After over 35 years in the business, we have tried to develop a system that works for us and our clients. All of the documents in your tax return folder have a purpose and we want to make sure you understand that purpose.