tax return

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We are financial advisory firm. Preparing tax returns and accounting is not our main business. If you can find a good accountant, CPA or Enrolled Agent, we are happy for you. They are not easy to find. However, so many of our financial advisory clients get lousy service with high price low quality tax preparers. We end up fixing many colossal errors. While software like Turbotax is OK in some circumstances, in almost all cases, we can see missed tax strategies and deductions and potential tax traps down the road. 

We don’t take on clients who will call us more than once to check on the status of their tax return. We put this rule to actually allow us to keep the tax preparation fees reasonable. After being in the business over 15 years, we have no shortage of people who want to file their taxes with us. If we were to get back to every phone call, we would need an admin person year round and spread the cost of this person to each tax return we prepare. Be patient or if you have high anxiety, please move on to a different firm.

We tried to prepare our pricing structure to reflect how much time it takes us to prepare a return. We can’t legally give you a discount if you are also a financial advisory client. However, if you are using our preferred vendors for investments, we significantly save time in importing tax forms and we will pass the savings to you.

Generally speaking you should expect to pay about 50% off compared to firms like HR Block or Liberty Tax service. 

Simple 1040 tax return and 1 state return $100. 

We allow 2 W2’s and 2 additional tax forms that don’t require another tax form. We won’t nickel and dime you if your local credit union paid you $11 in interest and issued a 1099 INT.

Additional state returns $25 each

• Schedule C ( If you drive for Uber/Lyft full time) $50
• Schedule C If you drive Uber/Lyft part time $30
• Schedule C If you have any other business $100
• Schedule D $25 to $200 based on complexity.
• Schedule E $50 per rental house

If you are new to the country, we give you a discount of $50 in the first 3 years of filing tax returns. It actually takes us longer to prepare returns for new immigrants as they typically question everything. However, so many of them get taken advantage of tax preparers offices trying to overcharge them.

We also give discounts if you are low income.

We typically charge $100 a month or higher for monthly bookkeeping on commercial software like Quickbooks or Xero. Its typically cheaper to subscribe these software through us as we have a group discount. We pass on all savings to you and do not make any money from offering software packages. Our monthly price varies as each small busines is different.