What's Included:

Preparation Initial Interview - Review/evaluation of all documentation provided at the time of your appointment as to whether those documents adhere to the IRS guidelines.

 

Tax Preparation - Prepare your Federal and State tax returns based on the documentation provided and in accordance with IRS guidelines. MD, DC, and VA State returns are free! Additional fee for out of state return. Fee Schedule is described below.

 

Preparation Exit Interview - Review prepared returns for accuracy and completeness. Discuss future tax planning options to improve (reduce amount of tax owed) or enhance (increase amount of tax refund) your tax preparation experience.

Fees for Services Provided Based on Filing Status:

 

Single - Taxpayer is considered single if, on the last day on the tax year, the taxpayer was unmarried, widowed, divorced or legally separated ($175.00 for itemized return; $150.00 for standard deduction)

 

Head of Household - Taxpayer is considered head of household if, the tax payer is single (see above), must pay more than half the cost of keeping up a home, must have a qualifying person who lived in the home for more than half the year (exceptions for students and parents). ($175.00 for itemized return; $150.00 for standard deduction) See Resources page for more information on this filing status.

 

Married Filing Jointly - Taxpayers are considered married filing jointly if, on the last day of the tax year, the taxpayers are legally married. See Resources page for more information on this filing status. ($275.00 for itemized return; $250.00 for standard deduction)

 

Married Filing Separately - A married taxpayer may chooses to file separately to:

• Avoid tax liability on the joint return

• Save on income taxes

• Income disparity (lower income individual can take advantage of certain tax breaks)

There are limitations to these options. Please be sure to discuss these options with us to determine which is best for your situation. ($175.00 for itemized return; $150.00 for standard deduction)

 

Students/Children of Taxpayer - Special rate for students/children of taxpayer who work either part-time or full-time and are claimed by the parent(s) on their tax return ($75.00)

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Seniors (65+) - Special rate for seniors 65 and over. Single Senior ($100.00), Married Filing Jointly Seniors ($150.00)

 

Additional Fees:

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Out of state returns - $29.99 or market price for state software at time of purchase (excludes DC, MD and VA)

Additional Forms - $25.00 each for preparation of the following forms:

• Schedule E - Rental Property - Review/tally of all receipts/forms associated with the rental property and incorporation of those figures into the tax form

• Schedule C - Profit or Loss From Business - Review/tally of all receipts/forms associated with the business as well as consultation on operation of business. (Sole Proprietor Only)

Complexity of return - additional fee charged for complex tax returns involving multiple schedules and forms​. Fee determined after documents are evaluated.