This is for purely remote tax preparation for clients who prefer not to come into the office or have a set appointment time.

The appointment time is merely a placeholder to get you into our workflow.

To have your taxes prepared remotely, you will create an account through our secure client portal, upload documents, prepare, upload for your review and e-signature. A follow-up phone conference can be scheduled to discuss the return if needed.

THIS IS NOT A SET APPOINTMENT - REMOTE PREPARATION

FREE Tax Preparation for those aged 65 or older
- Income 75k or less
- Basic tax prep only (W2, SSA-1099, 1099-R, minimal 1099-INT)
- Current tax year only
- E-File for federal and (1) state
- By Appointment only

Starting at $205.

If you are self-employed/1099/sole prop/SMLLC - this is the right appointment type!

Please visit our website for a fee list.

Our office specializes in helping with multiple years of back taxes. Depending on how many years you need to be filed and the complexity of your returns, it may be completed in one meeting or you may need an additional appointment.

If you do not have all of your tax documents, we can obtain your transcripts from the IRS and FTB. However, this is an additional fee. This service can take up to 2 weeks.

We do not charge a different rate for back taxes.

Amendments are generally not done during your appointment. You will meet with your preparer to advise of your specific situation and pick up your amended returns at a later date. This is because we have to reconstruct the prior return and make corrections, complete amendments, and new federal and state returns.

A basic amendment (without Schedule C, Schedule E, etc.) will start at $525.

A premium amendment (with Schedule C, Schedule E, etc.) will start at $655.

Personal Strategic Tax Planning: $395

WE DO NOT PREPARE TAXES DURING THIS MEETING.

This is for future planning purposes only.

Please see our strategic tax planning page for a list of topics discussed during this type of appointment.

Personal Strategic Tax Planning: $295

WE DO NOT PREPARE TAXES DURING THIS MEETING.

Please see our strategic tax planning page for a list of topics discussed during this type of appointment.

Business Strategic Tax Planning $495

We do not prepare taxes during this meeting as this meeting is for future planning purposes only.

Please see our strategic tax planning page for a list of topics discussed during this type of appointment.

Business Strategic Tax Planning $395

We do not prepare taxes during this meeting as this meeting is for future planning purposes only.

Please see our strategic tax planning page for a list of topics discussed during this type of appointment.

The minimum fee for tax resolution consultation is $395.

Amended Returns: starting at $525

IRS/State Audit Response Letters start at $395.

Missed 1095A, Premium Tax Credit for Obama Care $75

$395 Responding to Mortgage Requests for tax return copies

Installment Agreements start at $395. If a financial statement is needed, starting at $595.

Complicated Tax Resolution starts at $395.

This appointment is a consultation regarding your Quickbooks or WaveApps file. We can answer questions regarding how to properly set-up your books, chart of accounts, how to categorize transactions, reconcile your bank and credit cards, generate an income statement/profit and loss, generate a balance sheet, and accurately track revenue and expenses.

This appointment does not include actual bookkeeping services. This appointment is for the "do-it-yourself" bookkeeper.