Tax Season 2023

Claim your spot to have us prepare your tax return.
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Tax Preparation

Tax Season 2023

Below is everything you need to know about getting on my list, 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.

If you have interest in having me prepare your tax return for the upcoming tax season, please sign up using the link below. (If you need help filing a prior year tax return, send me an email.) I’ll be sending out more information as we get closer to tax season about my availability and next steps. You are under no obligation by signing up. This is how I set aside time to work on your tax return and spread out my workload. First come, first served!

What does it mean to be on the signup list?

A small percentage of my clients do not return the following year. Whether they closed their business and switched to DIY or got their brother-in-law to help for cheaper, the point is I have new spots open up every year. At the start of tax season I’ll give prior clients the chance to secure a spot first, and then I open it up to those on the list. You are not committed to anything by signing up. I’d love to help!

What You Can Expect

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 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

$300 and up

Federal + Sch. A + State

$350 and up

Federal + Sch. C + State

(includes sole proprietorships & single-member LLCs)

$450 and up

Additional Schedules (C,D,E)

$50+

Additional State Returns

$100+

Business Returns

(multi-member LLCs, S corps, etc.)

$700 and up

Other

Inquire

*“Federal” mainly refers to form 1040.

What You Should know

Note: Repeat clients should expect to see about a 10% increase in price compared to the prior year (all else equal).

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 may need to charge a fee for the additional time.

What I’ll Need BeforeHand

Engagement Letters

Engagement letters, disclosure forms, and timliness agreement forms can be e-signed through my secure portal.

Tax forms you receive

Any forms received in the mail or electronically (W-2, 1099, 1098, 1095-A, etc.)

Completed tax organizer

Once you create an account on my portal, I’ll send you a link to complete my tax organizer.

For New Clients

Complete every applicable section of my electronic client tax organizer.

Complete only those sections that apply to you. As you receive your tax documents (W-2s, Form 1099s, K-1s, brokerage statements, etc.), please collect them to send in conjunction with this organizer. Do not duplicate information already listed on tax forms.

For Current Clients

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

If your contact information or other information has not changed since the prior year, you can skip those sections of the organizer. 

How To Send Documents

All documents can sent and received through my secure portal

This is my secure portal where you will upload your documents and where you can download your tax documents when completed. I will send you a link to log in before tax season.

How To Send Payments

You can pay your invoice directly online.

When I send you the initial draft of your tax return, I will also email you an invoice that you can pay directly online via bank transfer, which is the most cost effective payment method. I can also accept payment through a variety of other electronic methods (some of which have a processing fee). The most common are:

Reserve Your Spot

Claim your spot to have me prepare your tax return.

I can give assurance that your return will be filed by April 15th if I receive all of your information by March 15th. If you provide your documents after March 15th, I will likely be filing an extension for you, which gives us until October 15th to file your tax return.

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Client Agreement

to Respond Timely to Requests

We believe in mutual respect in client relationships. We expect to meet your deadlines, and we require that you meet ours. Tax preparation is deadline sensitive, and it’s vital that you respond to these requests in a timely fashion to avoid any interference in our ability to work together.
We require that you provide your tax documents in their entirety to our office no later than Wednesday, March 15th, 2023 (February 15th for partnerships and S corps), or we will place you on an extension.

Here are some important reminders:

1. First come, first serve
In an effort to respectfully prioritize our workload, we will be preparing tax returns on a first come, first serve basis. We begin working on your tax return after the last remaining documents are submitted to our office. We are unable to accommodate rush requests.

2. No extension for the payment due date
An extension will only extend the due date for the filing of your tax return. An extension does not extend the due date to pay any tax owed. Late payment penalties apply in the event you do not full-pay your tax balance due by the due date of Monday, April 17th, 2023.

We ask that you contact our office as soon as you are aware that you are unable to meet this deadline for any reason. It is at our discretion whether or not we will be able to prepare your income tax return and will address these requests on a case-by-case basis. By signing below you agree to deliver your documents in their entirety to our office no later than Wednesday, March 15th, 2023 (February 15th for partnerships and S corps). If you are unable to meet this deadline, you acknowledge our office may file an extension of time to file your return.