2018 Income Tax Preparation- First Payment

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Listing is for the 2018 Personal Income Tax Preparation. This is the first payment. Pricing for tax returns are:

$159 for a personal return including up to 2 W2's, Schedule C, 1 DIV or INT form, 1 state return. The rate for anything outside this will be as follows:
$19 per additional Form
$5 per additional Form entry such as more than 2 W2's, More than 5 stock sales, More than 3 Charity donation Forms.
$40 for a 1040X Form

This also includes e-file, and direct deposit into your bank account if applicable.

This payment gets you on the schedule. You will then go to the Calendar to book your Appointment date and time between Feb. 1st and April 10th. Please select the Tax Preparation time slot of 2 hours.

The 2018 Client Packet is available at 2018 Client Packet

If you are not a returning client you will need to provide me with a 4 digit code to create access to your secure portal. Please include this in the "add instructions to seller" portion. If you are a returning client this is not needed, as your portal is still active.

Want a breakdown of how all this works? Visit HOW A TAX PREPARATION APPOINTMENT WORKS