Tax Preparation Fees
CURRENT CLIENTS: you will receive an email (in January) stating what your tax preparation fee for the upcoming tax year will be. If any information has changed from the previous year, please be sure to inform the office of such changes.
*Please complete the Client Contact Information sheet to update your information.
Please note that all clients must include their Income Tax Preparation fee along with their tax documents. Personal checks, money orders, cash and credit cards will be accepted.
*Please do not send a post-dated check.
NEW CLIENTS: you may contact our office to review what your tax preparation fee will be. Tax preparation fees will vary upon the schedules that are incorporated into the return.
Please note that the tax preparation fee must be paid upon submission of your tax documents or at the time of your scheduled appointment.
*NEW CLIENTS - please note that a copy of your last years income tax return is required. We will give this back to you along with the tax documents you submit. We will then forward your new income tax return via email using a secure server once the return has been processed.
Be sure to complete the Client Contact Information Sheet (located on the left).