Happy New Year! It’s tax time!!
Okay, I will make this brief. You are receiving this letter because I either helped to prepare your taxes last year or you reached out to me during 2016.
Below is everything you need to know about pricing, documents I need from you, how to get a hold of me, etc. If you have any specific questions, feel free to reach out any time. I do my best to get back to you the same day.
I’m looking forward to working with you this year! And feel free to forward this to your friends!
Mark Tew, CPA
First let’s get to what you really want to know.
These ranges are meant to give you an idea of what tax preparation and e-filing will likely cost. Every return is different, so there are exceptions to these ranges.
Once you send me all your documents and details of any special circumstances, I’ll give you a quote beforehand so there are no surprises.
|Federal* + State||$125 - $200|
|Federal + Sch. A + State||$150 - $250|
|Federal + Sch. C + State||$200 - $300|
|Federal + Sch. A + Sch. C + State||$225 - $350|
|Additional Sch. Cs||$50 - $100 each|
|Additional state returns||$50 - $100 each|
*“Federal” mainly refers to form 1040.
Note: Repeat clients should not expect to see much deviation from prior year.
While I love working virtually, it doesn’t seem to create the same urgency as a one-hour face-to-face meeting. That sometimes creates a situation of emailing back and forth unnecessarily, which I’m happy to do but also have to charge for if it’s excessive.
In case you have any doubt, these are very competitive prices. See a pricing survey of over 7,000 tax preparers here. Note that the prices only include federal returns, so you need to take into account at least another $100 or so for state returns.
Documents I need
Send me everything at once. Make sure you’ve received all your W2s, 1099s, and other tax forms before sending along.
New clients – Download and complete my client organizer. If you have spreadsheets, files, or forms that give me the information requested in the organizer, feel free to skip those particular forms. But if you’re not sure, play it safe, and fill out the organizer. Just leave blank anything that doesn’t apply.
Repeat clients – I will be sending a personalized organizer during January. Unless something about your circumstances has changed significantly, we should be fine with whatever documents you sent me last year.
How to send documents
I generally accept whatever method of delivery you are comfortable with. Most people simply scan and email me their documents to firstname.lastname@example.org.
If you are concerned about the risk of sending sensitive information, email me at email@example.com. ProtonMail is a secure email service with built-in end-to-end encryption and state of the art security features.
You can also share a Google Drive or Dropbox folder. If you want to use the ever-reliable United States Postal Service, let me know, and I’ll send you the address.
Reserve your spot!
Follow this link to hold your place: https://notyourdadscpa.acuityscheduling.com/
How to contact me
Phone: (269) 281-3903
Virtual CFO & Business Review & Money Coaching
While I enjoy helping others with their burden of tax preparation, there is so much more value that can be added to your business by reviewing with a professional. I am currently updating my site with more information on these services. They help business owners provide the following.
- A focus on the numbers so you can focus on the business.
- Giving you a better understanding of the financial side of your business, so you have fewer surprises and more control over the money.
- A person to listen to your unique challenges and to help you hone your business plans.
- The peace of mind from knowing that a professional is monitoring and constantly enhancing the financial side of your business.
I will be building out these services during 2017 and look forward to help you taking it to the next level!