$100 Professional Tax Prep
Total online experience
Tiers of Service
Service is the same, but you get to chose.
Through technology and IRS advancements, tax preparation can be handled entirely electronically. This is our preference as it allows a faster process. If you think you need a Face2Face meeting (time before and after filing) then you will chose the Face2Face option. This allows you better control over your tax prep. If you are a taxpayer who needs to file a Schedule C, D, &/or E, an additional fee applies per Schedule needed.
The ability to communicate via texting, chat, or phone is always available. Texting is preferred but phone calls can be scheduled by text or selecting an applicable calendar appointment.
Portal Only
$100
online only
Face2Face
$150
online + 1hr meeting
Sch C/D/E
$100
Added to Portal/F2F Rates
Tax Prep Record Search/Retrieval
1 Hr Minimum
Applies if client is unable to obtain documents themselves and requests Administrative Success to search and retrieve.
This is outside of ordinary tax prep and applies in limited situations.
$50
/ per Hour
IRS/State Account Assistance
Only applies when IRS Form 8821 or State POA needed
If you are unable to gather tax forms from prior employers, vendors, etc directly, it will be necessary to get those documents from the IRS or State directly. This requires form submissions and communication with tax agencies.
IRS Website: 8821
Initial Hr
$50
/ per 1040
Extra Time
$50
/ per hour