Tax Return Preparation

Our fee for preparing and filing your return is $250 for single return or $325 for married filing joint. This includes completing and filing your federal return and one state return. Filing fees are in additional to our fee.

Additional fees may be charged based on the complexity of your return. Examples of common items which increase the complexity and fee include:

• Additional state returns
• Rental property ownership
• Business ownership
• Capital gain or loss transactions
• Partnerships or trust Interests
• Errors in your previous return(s)

An initial consultation is completed at no cost with every client to gather information necessary for completion of a return. You are not under any obligation to use our services after the initial consultation. Prior to completing any tax preparation, you will be provided with the final fee estimate for our services. A service agreement must be completed for us to begin any work on your return.

Prior to the initial consultation, please download and use our checklist to ensure you have all your relevant information and documentation.