Personal Tax Return
Pricing
Pricing
$350 - Standard 1040 with basic deductions like home, donations, and property taxes.
Seniors get $100 off (over 55)
Additional complexity:
$100 - Sole proprietorship for a personal business or side hustle
$100 - Rental - each additional property $50
$100 - Other complexity (home sale, basis calculations)
Bookkeeping is additional based on an hourly rate of $75
If you have a basic return and perhaps a little side hustle, you are a personal return candidate.
If you have a basic return and perhaps a little side hustle, you are a personal return candidate.
What to expect:
What to expect:
You'll have a free 15-minute introductory conversation about your needs and our services. This is a quick way for me to get to know you and help you decide.
You'll have a free 15-minute introductory conversation about your needs and our services. This is a quick way for me to get to know you and help you decide.
You'll receive an email to select your package. You'll start the onboarding process once you've decided to schedule a one-hour review meeting. I'll send you our digital box so you can upload all your documents. I can also pick them up and mail them back to you.
You'll receive an email to select your package. You'll start the onboarding process once you've decided to schedule a one-hour review meeting. I'll send you our digital box so you can upload all your documents. I can also pick them up and mail them back to you.
I communicate by text during the day and can call at night. At your review meeting, your tax return will be completed and reviewed. We'll discuss your return and any changes or errors found. After that, a quick docusign, and you are done!
I communicate by text during the day and can call at night. At your review meeting, your tax return will be completed and reviewed. We'll discuss your return and any changes or errors found. After that, a quick docusign, and you are done!