Our Service Fees

When our office answers a call to engage in tax preparation service, our staff is asked very often “What do you cost”. This is not easy to answer due to many factors. There are layers of aspects that can be involved. It could be a very simple tax return, very complex and time involved or likely somewhere between. A simple return could be one or a few wage income reports (Form W-2), renting home with one 14-year-old child. In contrast it could be husband employed, wife runs a small business and five children ranging from 4 years old to first year in college with three rental properties.

While the concern about the price is understandable, it is important to also consider the value and beneficial results of the service provided. Did the prior preparer overlook areas that should have been included like usable business expenses and other deduction (happens a lot) and your Tax Bill was $ 2,500 higher than what our office would achieve on your Tax Return. So that office charges $ 450 and you overpaid the government by $ 2,500. In contrast our office might charge you $ 850 and your tax bill due to the government reduced by $ 2,500. Your benefit would be $ 2,100 more in your bank account. What path would most individuals want to take. Pay less for the service and pay the government more or pay more for the Tax Return Preparation and keep $ 2,100 more in your bank account. Our office track record demonstrates that our clients benefit from our results more than most other offices. The other office likely spent less time and less care about your results. Better value is worth a higher price.

The choice of tax preparer directly influences the quality of the outcome. Our clients recognize that our reasonable pricing is justified by the significant financial advantages we deliver. They appreciate how our business works tirelessly for their benefit, consistently producing favorable results. Our commitment remains steadfast in making a positive impact on our client finances, ensuring that the results do not benefit the government by an overpayment of taxes.

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Our average tax return price will range from $675 to $975. This is in line with State of California averages. Billing and cost is directly related to the required reporting forms necessary to report your tax return. Many of the forms benefit the lowering of the total tax. Other factors involved are the required reporting of matching report documents and necessary or requested communications regarding our service to you.

S-Corp tax returns range from $1,500 to $3,000 depending on content.

Discounts 

 

• First Responders Discount: $60 (Law Enforcement, Fire Fighters, Electrical Linemen: PG & E)
• New Client Discount: $60
• Child Care Providers: $60
• Referral Discount: $100 (New Client must have invoice over $700 to qualify, file with us, and pay their invoice)   That is $ 100 for Each Referral.

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How to get your documents to us

• Upload Document by use of TaxDome, our Secure Portal
• Mail or Ship Documents via USPS, FedEx, UPS
• Fax Documents to (707) 205-1514 (call (707) 202-4220 when faxed)
• Drop off Documents with Staff at our Rohnert Park Office (please call to inform)

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Format for Appointments

• 15 minutes or less - $50 - changes in High Demand Periods (Mid March to April Filing Deadline; - and - Mid August to October filing deadline) High Demand Period could be $100 for 15 minutes (Like April 8th or October 10th) - Very High Demand period close to filing deadlines.
• In-Person Appointments to be determined. We may schedule two days a week. Will inform upon scheduling.
• Video/Phone Appointments to be scheduled – Require the following:
  • Documents for Tax Prep Forwarded prior to appointment
    • Uploaded to TaxDome; our secure portal or
    • Mailed/Delivered by USPS, FedEx, UPS, or similar service
    • Dropped Off at Rohnert Park 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

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General Pricing List

We could forward our: Form Pricing List upon request. IRS Rules disallow posting due to viewing by other offices and preparers.

Pricing: 

• Extension: $25 requested or approved
• Mailing Fee: Starting at $25
• Translating Services (Spanish): $75/hour
• Rescheduling Fee (Less than 3 day notice): $50

 

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2024 Tax Season Deadline Price Increases:

Please Note, Price Will Increase on Total Invoice:
 

10% increase starting March 17 - 26
25% increase starting March 27 - 31
50% increase starting April 1 - 6
100% increase starting April 7 - 8

April 9 - 15 Must file extension

If you filed an extension with us the time has come to file your Taxes! Due to our large client list we recommend you do not wait until September to ensure we can complete your return before the October 15th deadline. Our prices will begin to increase starting at in August, please see below. *

August 11th - August 25th- 10 % Increase

August 25th- September 1st- 15% Increase

September 2nd- September 15th- 25% Increase

September 16th - September 30th - 50% Increase

October 1st- October 15th- 100% Increase

 

*In order to better service our clients and make sure all Tax Returns get filed on time. This policy is to encourage clients to submit their documents sooner than later. 

PLEASE CALL NOW TO SECURE AN APPOINTMENT

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Scheduling Options:

• Video Conference (via Zoom)
• Phone Appointment
• Silent Return (tax preparation with no appointment)
• In-Person Appointments (Will inform upon scheduling)