Bookkeeping

When you meet with us, we will prepare your tax return for you and present you with the results. If you are unhappy with the final outcome that we calculate, you are under no obligation to pay for the service. You are only charged for preparation once we file your returns.

Our tax prep service fees are based on the complexity of your return - we do not charge based on the size of the refund you obtain. Since every tax situation is unique and will require different tax schedules and forms, pricing may vary. However, after meeting with you during your tax consultation, we can provide an approximate estimate for how much the service will cost.

Generally speaking, because we are an independent, local company, we aim to provide quality service at a lower rate than all of our competitors. You will find we are an affordable alternative to mainstream corporate tax services in every way.

If you are unable to pay for your return when we file it and you are receiving a refund, you may opt to have the prep fees withheld from your refund. Please contact us for more details if you are interested. Terms and conditions apply, additional fees may apply.

• All tax information documents that you have received for the year (W-2s, 1099s, K-1s, etc)
• Social Security numbers and birthdates of all people to be listed on the return
• If you run a business, please bring information detailing your expenses as well as any other records you may have kept for mileage or other costs.
• Copies of your three prior year tax returns in case anything needs to be carried forward from those years. We can also perform an Eye-$py Review on these returns.