top of page

How much do you charge?

Our pricing for tax preparation services is based on the complexity of each return. Fees vary depending on the type of return, number of forms required, and the level of documentation and detail involved.

  • Individual Tax Returns start at $300 and may increase based on factors such as multiple income sources, itemized deductions, self-employment income, or additional schedules.

  • Business Tax Returns (including sole proprietors, LLCs, partnerships, and corporations) typically start at $500, with final pricing determined by the volume of transactions, bookkeeping needs, and specific reporting requirements.

 

We’re happy to provide a free estimate after a brief consultation. No work begins without your approval of the price.

Individual Tax Return

When you come in to file your tax return, we’ll help you gather, organize, and report your income, deductions, and credits to ensure an accurate and complete return. During the appointment, we’ll review your documents, ask relevant questions to find deductions you may qualify for, and file your return electronically (or prepare it for mail submission if needed).

​

What to Bring: Individual Tax Return Checklist

Personal Information

  • Valid photo ID (driver’s license, state ID, or passport)

  • Social Security Numbers (or ITINs) for:

    • You

    • Your spouse (if filing jointly)

    • Any dependents

  • Bank account and routing number for direct deposit or payment

 
Income Documents

Bring all that apply:

  • W-2 forms – From employers

  • 1099-NEC / 1099-MISC – For self-employment or contract work

  • 1099-INT / 1099-DIV – Interest and dividend income

  • 1099-G – Unemployment income or state tax refunds

  • 1099-R – Retirement income (pensions, IRAs)

  • SSA-1099 – Social Security benefits

  • Schedule K-1 – Income from partnerships, S-corps, trusts

  • Alimony received (if applicable)

​

Self-Employed or Freelance?

Also bring:

  • Business income records (invoices, 1099s, etc.)

  • Business expense records (receipts, mileage logs, home office use)

​

Deductions & Credits (If Applicable)

Bring documents for any of the following:

  • Education expenses

    • 1098-T (Tuition)

    • Student loan interest (1098-E)

  • Childcare expenses

    • Provider’s name, address, and EIN or SSN

  • Medical expenses (if itemizing)

  • Mortgage interest (Form 1098)

  • Real estate/property tax records

  • Charitable contributions (receipts or statements)

  • Retirement contributions (IRA or HSA contributions)

  • Energy-efficient home upgrades (receipts, certifications)

​

Health Insurance Info

  • Form 1095-A – If you had insurance through the marketplace

  • Form 1095-B / 1095-C – From your employer or insurer

​

Other Helpful Documents

  • Copy of last year’s tax return (if you're a new client)

  • IRS letters or notices (e.g., stimulus payments, advance child tax credit)

  • Identity Protection PIN (if the IRS issued you one)

​

Appointment Tips

  • Bring physical copies or upload files ahead of time if using our secure uploader.

  • Be prepared to answer questions about changes in income, family, or job status.

  • Let us know if you received any IRS notices or filed an extension

Business tax return

Book Keeping

When you come in to file your tax return, we’ll help you gather, organize, and report your income, deductions, and credits to ensure an accurate and complete return. During the appointment, we’ll review your documents, ask relevant questions to find deductions you may qualify for, and file your return electronically (or prepare it for mail submission if needed).

​

Basic Business Information

  • Business name and address

  • Federal EIN (Employer Identification Number), if applicable

  • Business structure (LLC, sole proprietorship, partnership, etc.)

  • State and local business license numbers

  • Prior year business tax return (if you're a new client)

 
Income Records

  • Total income earned (sales, services, etc.)

  • 1099 forms received (e.g., 1099-NEC, 1099-K)

  • Invoices issued

  • Bank statements (business checking/savings accounts)

  • Sales reports (from POS or accounting software)

 
Expense Records

Bring all applicable receipts, logs, or reports for:

  • Advertising and marketing

  • Bank fees and interest

  • Business meals and travel

  • Office supplies

  • Equipment and assets purchased

  • Utilities, rent, or home office expenses

  • Payroll records and subcontractor payments

  • Vehicle and mileage logs (if using a personal vehicle for business)

  • Software subscriptions or business services

  • Insurance premiums

 
Additional Documents

  • Business loan documents and year-end balances

  • Asset purchase/sale records (with dates and amounts)

  • Depreciation schedules (if available)

  • Estimated tax payments made during the year

  • Health insurance payments (if applicable)

  • Retirement contributions on behalf of the business or employees

  • IRS letters or notices (if received)

 
Appointment Tips

  • Keep income and expenses organized by category

  • Bring physical copies or upload files ahead of time if using our secure uploader.

  • Let your tax preparer know if you have multiple businesses or income streams

Bookkeeping is the ongoing process of recording and organizing a business’s financial transactions. Accurate bookkeeping ensures your income and expenses are properly tracked, helps you understand your business performance, and keeps you prepared for tax time. Whether you're self-employed or running a larger operation, regular bookkeeping is essential for financial clarity and tax compliance.

​

Business Information

  • Legal business name, structure, and industry

  • Federal EIN (Employer Identification Number)

  • Business address and contact information

 
Banking & Financial Access

  • Bank and credit card statements (monthly, or provide online access if preferred)

  • PayPal, Stripe, Square, or other payment processor statements

  • Loan statements (business credit lines, vehicle loans, etc.)

 
Income Records

  • Invoices issued (from your system or manually)

  • Sales summaries or reports (from POS system, eCommerce platforms)

  • 1099-K or 1099-NEC forms received (if applicable)

 
Expense Records

  • Receipts for business purchases (physical or digital copies)

  • Recurring expenses (subscriptions, utilities, rent, etc.)

  • Mileage logs (if applicable)

  • Payroll records (if you have employees)

  • Vendor payments and subcontractor details

 
Accounting Software (if used)

  • Login access or export files from:

    • QuickBooks

bottom of page