2018 Tax Season

Happy New Year! I hope that you had a relaxing holiday season and are preparing for a terrific 2018. I look forward to assisting you with your annual income tax filings.

Below is everything you need to know about scheduling your appointment, pricing, what documents I need, how to send them, how to pay, etc. If you have any specific questions, feel free to reach out any time.

I’m looking forward to working with you this year!

Mark Tew, CPA

Schedule an “Appointment”

Please schedule a time for me to begin work on your 2017 tax return. This is not a live appointment. It’s basically a due date for you to deliver your tax documents. This is how I set aside time to work on your tax return and spread out my workload, so you’ll want to make sure I have all your tax documents beforehand. First come, first served!

If you’d like to discuss your tax situation first, feel free to call or send me an email. If you want to see what documents I need before scheduling, see this checklist link:

Click the “Tax Prep Reservation” link below to start scheduling your appointment.

Please be prepared for your scheduled time. I realize there are some who are waiting for K-1s, etc. and have no control over when such documents are available. Please take this into consideration when scheduling a time. For those who are not faced with these circumstances, changing or cancelling or an appointment without sufficient notice may trigger a late fee.

Read below for additional details.

First let’s get to what you really want to know.

Pricing

These ranges are meant to give you an idea of what tax preparation and e-filing will likely cost. Keep in mind that every return is different, and these are averages. See business return and other service pricing detail here.

Once you send me all your documents and details of any special circumstances, I can send you a quote beforehand so there are no surprises.

Federal* + State $200 - $450
Federal + Sch. A + State $250 - $500
Federal + Sch. C + State $300 - $600
Federal + Sch. A + Sch. C + State $350 - $650
Additional Sch. Cs $100 - $200
Additional Sch. Es $100 - $200
Additional state returns $100 - $200
Other forms Inquire

*“Federal” mainly refers to form 1040.

Note: Repeat clients should not expect to see much deviation in price 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. I will be clear in asking for any additional information I need once I have started your taxes. If I have to contact you multiple times to request the same information, I will need to charge a fee for the additional time.

Documents I need

Send me everything at once. Make sure you’ve received all your W2s, 1099s, and other tax forms before sending everything along.

Engagement Letter – Note that I will also send an engagement letter, which you should print, sign, and return with your tax documents.

New clients

Complete every applicable section of my electronic client tax organizer.

Complete only those sections that apply to you. As you receive your 2017 tax documents, please collect them and keep them with this organizer. These documents include such items as your W-2s, Form 1099s, K-1s, brokerage statements, etc.

Repeat clients

Unless something about your circumstances has changed significantly, I can usually use the same documents you sent me last year.

Let me know if you prefer to complete a tax organizer, and I will send you an organizer that summarizes your 2016 tax information and provides space for you to enter your 2017 totals.

How to send documents

I take data privacy seriously. I provide the below options for the delivery of your tax information:

Email – Most people simply scan and email me their documents to mark@notyourdadscpa.com.

Notyourdadscpa.com runs on an SSL encrypted server, but if you are looking for another email option, you can also send your documents to me at marktewcpa@protonmail.com. ProtonMail is a secure email service with built-in end-to-end encryption and state of the art security features.

Cloud sharing – Sharing a cloud folder is another great option. Clients are increasingly sharing their files with me through services such as Google Drive or Dropbox.

Intuit Link – Another delivery option is to use the “Intuit Link” service. At your request, I will send you an email that asks you to “accept” the Intuit Link option. Essentially, it allows you to take a picture of your tax documents (with your phone, iPad, etc) and securely upload them to me.

Reserve your spot!

Follow this link (same as above) to hold your place: https://calendly.com/marktewcpa/tax-prep-reservation

As a reminder, I can only give assurance that your return will be filed by April 15th if I receive all of your information by March 31st.

How to contact me

Email: mark@notyourdadscpa.com
Phone: (269) 281-3903
Contact page

How to pay

I accept payment through a variety of electronic methods. The most common are:

 

I look forward to hearing from you soon!