Individual Taxes

This includes:

•  Preparation of the Individual Income Tax Return package which includes Form 1040, relevant schedules and state return(s)
•  Electronic filing of federal tax return to IRS
• Electronic filing of state tax return(s) to the relevant state authorities (if applicable).

The client will provide all relevant supporting tax documents for the current tax year in order to prepare the return including, but not limited to:

• Income information (e.g. W-2s, Investment Statements,1099s, K-1s, Profit and Loss)
• Deduction and credit information (e.g. dependents, mortgage, retirement, healthcare)
• Prior year income tax return.

This service exclusive of any financial statement preparation for Schedules C & E as well as any tax planning or advisory services. The estimated time of completion for this service is 1 to 3 weeks from the receipt of the supporting documents.

starting at $275 per tax year (see transparent fee schedule)