How much do your services cost?

Tax return pricing is based on time and complexity. If you can provide me with a copy of your most recent tax return I would be happy to provide you with a personalized quote. Other services are billed at standard hourly rates or agreed upon terms.

For accounting and business services, please contact me to discuss your needs and I can provide you with a personalized quote.

What is your process for preparing my tax return?

I will prepare your return based on the information provided to me. I request that you drop all of your documentation off to me, along with a copy of your most recently filed return. Please complete a Tax Organizer with all relevant information and submit with your documents. Once I review your documents I will contact you with any questions or additional information needed. I will be preparing returns based on a first come, first served basis and will provide you with a timeline at time of drop off or upload. I offer fully secure electronic document upload and tax return delivery for those that prefer it. All clients will be set up with a secure ShareFile portal where they can access their returns and tax documents.

Are there any services you don’t currently offer?

At this time we do not offer payroll, or assurance services (Audit, Review). If you are a small business who would like to do your own payroll, please contact me and I may be able to provide you discounted pricing through my partner payroll provider, Gusto.