Pricing

What do we cost?

Taxpayers considering hiring professionals to provide Tax Preparation Service often focus on the Cost. While this is a natural concern, other factors should be considered. Our knowledge of tax laws demonstrates results that save our clients more money than other offices. Our clients either experience larger refunds or lower tax bills that far exceed our invoice in contrast to the prior preparer. Example: Would you rather pay a preparer $250 and have a tax bill that is higher by $1,500; or realize a lower tax bill to the governments totaling $1,500, and you pay the preparer $500. You gain $1,250 in your pocket! 

Our clients usually benefit by far more than the possible cost increase in services. When the Tax Professional's service benefits your results, that office is providing a better service and has earned a compensation higher than the deficient office. The selection of the Tax Preparer Office will determine the quality of the results experienced. 

 

Our average tax return price will range from $375 to $675. This price can be reduced by many of the discounts listed below. Details on pricing for service are (for most returns) listed below.

Discounts:

  • First Responders Discount: $20 (Law Enforcement, Fire Fighters, PG & E)
  • New Client Discount: $25 for each new client (Non-Child Care)
  • Child Care Providers: $40
  • No Video/Phone Appointment: 10% (up to $50)

How to get your documents to us:

  • Upload Document by use of ShareFile, our Free Secure Portal
  • Mail or Ship Documents via USPS, FedEx, UPS
  • Fax Documents to (707) 205-1514
  • Drop off Documents with Staff at our Windsor Office (mask required)

Format for Appointments due to COVID-19

  • No In-Person Office Appointments
  • Video/Phone Appointments to be scheduled – Require the following:
    • Documents for Tax Prep Forwarded prior to appointment
      • Uploaded to Sharefile or
      • Mailed/Delivered by USPS, FedEx, UPS, or similar service
      • Dropped Off at Windsor Office (Open 9 am to 5 pm)
    • Upon receipt of both above, Our Office will propose a scheduled conference
    • Tax Return will be prepared prior to the Video Conference
    • E-mail necessary to forward invite – to be sent just prior to the scheduled meeting
    • Expected length of the conference: 30 minutes

 

General Pricing List

Form 1040/540 with Schedule A, C (Business, E (Rental), or F (Farm):  $490

Phone Discussions: 10 minutes or less $40; $40 for each additional 10 minutes or less 

Pricing: 

  • 1040 w/o Schedule A:  $ 200
  • 1040 w/ Federal Schedule A:  $490
  • 1040 w/ Schedule A & CA Form 2106:  $525
  • Head of Household Calif Form 3532:  $25
  • Schedule C (Business) Additional:  $100 to $300 (depending on content)
  • Schedule E (Rental) Additional:  $125 to $250
  • Elections:  $10 each
  • Non-cash Donation Form 8283:  $5 each entry
  • Schedule D (Gains and Losses) & Form 8949 Assets Sales 
    • Stock Sales:  $5/transaction
    • Property/Home Sale:  $100 to $200
  • K-1 recording:  $50 to $200
  • Child Tax Credit Form 8812:  $25
  • Earned Income Credit:  $25
  • Due Diligence Form 8867:  $25
  • Child Dependent Care Form 2414:  $25
  • Education Credit Form 8663:  $50    
  • Rescheduling Fee (Less than 3-day notice):  $50

 

Scheduling Options:

  • Video Conference (via Zoom)
  • Phone Appointment
  • Silent Return (tax preparation with no appointment)

 

 

2020 Filing Deadline

The deadline is currently May 17, 2021.

Due to higher demand as we approach the Filing Deadline, our prices increase:


5 % increase beginning April 12th to April 18th 

10% increase beginning April 19th to April 25th, 2021
25% increase beginning April 26th to May 1st, 2021
50% increase from May 2nd to May 8th, 2021
100% increase from May 9th to May 17th, 2021

 

 

Ready to schedule your appointment?
Contact our office at:

707-202-4220

 



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