We protect our clients' rights and mitigate their risks while keeping them in compliance with IRS and state tax requirements.
We bill by the form and adjust the fee depending on the time to prepare. Form price is based on the complexity and risk of the filing.
Our rates are estimates for the type of return, and we cannot provide an exact estimate without seeing the prior years return and understanding the current year filing.
The fees listed are for federal and one state return.
Clients may access copies of their tax documents at any time through our Smart Vault Document Management System. And receive a free subscription to our weekly Personal Strategy Notes email.
All our clients get year-round access to a tax professional.
We stand behind our work and will cover any penalties or interest if an assessment is due to our error or omission.