Individual Income Tax Preparation
“Your Return has more moving parts than a W-2. Your Tax Preparer should too.”
What I Offer:
CPA-Prepared individual tax returns with planning conversations that makes next year easier.
What’s Included:
- Form 1040 with supporting schedules, including Schedules C, D, and E
- State returns and local earned income tax returns where applicable
- A recorded review to walk you through your tax return before filing
- Access to my secure Client portal through Canopy Tax were communications will occur
- Meetings as needed throughout Tax Season, no fee charged for these meetings through April 15th*
- Next year’s estimated tax vouchers where applicable
- Electronic filing of all returns
- Small Business clean up for just preparation of tax return, additional fees apply
- For More Information click on my Individual Tax Service Guide
$1,500 flat fee covers your return preparation, access to your secure client portal, communication throughout tax season- typically January to April 15th. A 50% retainer is due at signing of engagement, with the balance due at client review before filing. After April 15th, questions, notice review and response, other tax work and meetings through December 31st are billed at $100 per hour.
Not the right fit for: W-2-only returns, trusts and estates, gift tax, or foreign reporting.
- If your return is on extension, your tax preparation fee covers that time too. There will not be any additional fees, but if your return needs to go on extension, 25% of the balance owed will be charged at that time and the remaining 25% balance of your fee will be at the time of client review before filing during the extension period through October 15th
