With Us your Tax Preparation is Fast and Easy!
HOW TAXES ARE PREPARED?
- Contact us for an appointment or send us an email.
- We will answer your email/call within 48 hours.
- In our first conversation, we will help you in clarifying your questions and understanding your filing needs.
- We provide you with a very simple and informative questionnaire. You would need on average 5 to 15 minutes to complete this questionnaire. The data you provide will help us to start working on your returns.
- We will consistently be in touch as we prepare your return. The time required to complete your return depends on how soon you reply to our queries and provide the documents requested.
- Once your tax is computed, we will call you to go over your tax return, to ensure the validity of information, and to review the appropriate tax deductions/credits as in accordance with IRS regulations.
- If no changes are needed, we would request you to stop by our office to collect a copy of your returns and to complete the usual procedures. Or we could complete the process online, by e-mail, and/or phone.
- The Tax Preparation Fee payment is due on or before filing the return.
HOW LONG DOES IT TAKE TO PREPARE MY TAX?
The tax preparation time depends on several factors, such as the complexity of your return, the type of forms and documentation required, and how quickly you provide the necessary information. Here’s a general guideline:
- Simple Returns* (e.g., W-2 income, standard deduction, no additional schedules): Typically, an hour to two, depending on the details.
- Moderately Complex Returns* (e.g., multiple W-2s, dependents, itemized deductions, or self-employment income): four to eight hours, depending on the details.
- Complex Returns* (e.g., rental income, investments, business income, or multiple state filings): one day or more, possibly over multiple sessions.
To make the process as efficient as possible:
- Gather all your tax documents beforehand (e.g., W-2s, 1099s, receipts for deductions).
- Respond promptly to any requests for additional information.
We’ll work together to ensure your return is accurate and filed on time!
FEES
We strive to offer you the best value for the variety of services we provide.
Our tax preparation fee starts at $125.00**. This includes the preparation of Federal and 1 State Tax returns (with a maximum of 2 W2s, 2 Interest forms, and 2 Dividend Forms).
The tax preparation fee is based on the complexity of your return and the number of schedules, forms, and/or worksheets that need to be completed to prepare your tax return. Your fee will be higher than our base rate if you have additional sources of income and/or you are eligible for tax credits such as the child tax credit, dependent care credit, earned income credit, education credit, or any other credits or deductions.
We will provide you with an estimate of the tax preparation fee after you meet with us and we understand your filing needs.
*The time taken depends on the number of clients with us during the particular time you contact us as well as how responsive you are to our questions once we start on your return. If you visit our office, the duration would be less than 4 hours based on the complexity of your return.
**The tax preparation fee depends on the complexity of your return and the number of Schedules/forms to be attached to the return.