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Income Tax Preparation

Getting Started​

Get started by reviewing the 4 steps below:

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Step 1: Gather all of your tax documents.

Step 2: Complete the intake form.

Step 3: Receive email for client portal log-in access. All your tax documents will be here, in one place securely. 

Step 4: Simply check the status of your tax returns. 

Tax preparation Cost

How much does it cost to file my taxes?​

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$150 = Single; One W2; no dependents

$175 = Single; multi W2

$200 =  HOH (Dependents) with W2 

$300 = Business Tax Returns

ad$50 Married

add $50 itemized deduction

add $100 for stock traders

add: $80 for tax prep fees taken out of refund check

* otherwise: Tax preparation fees are due upfront

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Discounts & Referrals

* Receive $25 for referrals purchase of service

* $75 Child Dependent file as a dependent

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01

Tax Information

Gather all your tax related documents for the year/s to file. 

02

Intake Forms

Complete the Tax Intake Form below. Afterwards you will receive an email with your client portal login credentials. 

 

03

Client Login

Customers can upload their tax documents  to the preparer, and also review your completed tax returns. Clients will always have access to all their tax documents in one secure location. 

04

Tax Return Status

Locate your IRS or State refund along with phone numbers are websites. You can check your tax and amended return status. You can also order your previous year tax transcripts

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