2017 Income Tax Preparation- First Payment

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Listing is for the 2017 Personal Income Tax Preparation. This is the first payment. Pricing for tax returns are:

$150 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 at $15 per additional Form. The 1040X Form rate is an additional $40 if I did not originally prepare the return. 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 January 28th and April 15th. Please select 2 consecutive 1 hour time slots.

At the bottom of your receipt for this purchase will be the instant download of the 2017 Client Engagement and Data Packet.This packet is required to be uploaded into your portal along with your supporting documents 72 HOURS before your appointment date and time.
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. The packet contains all the information you will need to have your return completed.

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