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 and include it on the client contact sheet.
*We respectfully ask that all clients complete the Client Contact Information sheet (tab on left) to update their information.
Please be sure to include your payment when mailing in your tax documents. Personal checks, cash, credit cards, Venmo and Zelle will be accepted. Zelle account ~ use email ~ email@example.com.
Venmo account is @kevin-wilson-192 (4 digits associated with the account are 7717).
NEW CLIENTS: you may contact our office to review your tax situation. Tax preparation fees will vary upon the schedules that are incorporated into the return.
*NEW CLIENTS - please note that a copy of your last year's income tax return is required. Please submit COPIES of all documents and you keep your original documents. We will Email your completed 2023 Income tax return when it is processed and payment has been submitted.
*Be sure to complete the Client Contact Information Sheet (located on the left)*