Tax Preparation

Our Fixed Fee Policy: If you are taken on as a client, you will not be charged additionally for each schedule, form, dependent, etc. As your Accountant, I will be available throughout the year for any type of question you have or consultation needed.

Prices Per Return

Simple Return (1 W-2, 1-2 Forms) $150

Standard Return (1 W-2, 3+ Forms) $200

Joint Return (2 W-2s + Any Forms) $350

Other Income Returns (1099s + Any Forms) $450

Self-employment Returns (Schedule C or K, + W2s + Any Forms) $650


Suggested Tax Checklist

  • INCOME
    • W-2: Employment
    • 1099-MISC: Non-employment
    • 1099-INT: Interest
    • 1099-DIV: Dividend
    • 1099-R: Pension Distributions
    • 1099-G: Unemployment
    • SSA-1099: Social Security
  • INCOME ADJUSTMENTS
    • Property and School taxes paid
    • 1098-T: Tuition Statement
    • 1098-E: Student Loan Interest
    • Self-employment expenses
      • Health insurance premiums paid
      • Rental property info
        • Rent
        • Expenses
        • Number of days available for rent
    • Form 5498: IRA Contributions
    • New home energy efficiency improvement records
    • Long-term care insurance premiums