Maximizing Your Deductions, Saving Your Valuable Time, & Professional Quality Preparation By a Federally Licensed Enrolled Agent
Individual Income Tax Preparation Starting at $130
We offer individual tax return preparation for those who don’t want to deal with the frustration and headaches that often go along with preparing their own returns. Our base preparation rate of $130 generally applies to someone who receives one W-2 and a limited number of 1099s. All returns are prepared and filed by a federally licensed Enrolled Agent.
We start the return preparation process with a no-cost meet and greet and situation analysis for every client. If you decide to have us prepare your returns (who wouldn’t!), you can come in for another appointment or begin the process after our initial meeting. We interview our clients before the preparation process to make sure we get them every possible deduction they deserve. Talking with our clients to learn new and interesting things about their lives is also a vital part of our business because we strongly believe in building healthy relationships with them and developing friendships.
After the interview process, we request all your essential tax documents for the applicable tax year and a copy of last year’s tax returns if you haven’t had tax preparation done with us before. If you want to be extra sure you have everything, we can provide you with a tax organizer. From there, you can stick around for the preparation process or leave your documents with us and pick up your completed returns at a later date. For more complicated returns that have items like rental properties and self-employment income and expenses, we recommend picking them up at a later date unless you don’t mind sleeping in the office or playing A LOT of games on your smartphone.
All returns are electronically filed with the exception of some states that still don’t have e-filing. We are required by the IRS to e-file returns, but clients can still choose to have their returns paper filed. E-filing is the best way to go though because it results in much faster processing times and much faster refunds. A client copy of your returns is also provided by paper, electronically, or both if requested.