We strive to utilize a flat and simple rate for our individual tax clients. Just like you, we don’t like financial surprises. We want to allow our clients to budget properly when it comes to their tax preparation needs. Our flat and simple fee covers:
- tax preparation of your federal, state, and local (if needed) tax returns;
- analysis of filing status if married (married filing joint vs. married filing separately);
- electronic filing;
- direct deposit of tax refunds (if applicable and available from tax authorities); and
- analysis of your tax situation for future planning.
While there can always be exceptions if a client is dealing with a unique tax situation, we work to communicate early with the client to make sure we can meet their needs by utilizing a reasonable fee for our service.