In person: You should walk out of the office with a completed tax return or a list of the items needed to finish up the tax return. Schedule an appointment via the link on the Home page or call (608) 424-0067 during normal business hours. We will get back to you shortly so please leave a message.
For Video Conference or Telephone appointments or if you have an In Person appointment and don't want to watch me do a lot of data entry or want to spend more time strategizing your tax situation - please drop off the tax paperwork 3 days prior to your appointment. Or if you just want to make sure that your taxes get done by a certain date.
For the client that has a schedule that prefers to answer questions via phone call or email and can't imagine sitting through a tax appointment. I will go through the tax paperwork on a first come - first served basis. I hope to turn these around within 3 weeks. Any tax paperwork dropped off by March 31 will be processed by April 15, 2023.
Review of your tax situation and education on the options that you may qualify for. There's always a little tax planning along with tax return preparation.
Includes the 1040 base form and 1 state tax return.
The first one is included with the base fee, but if you moved or have income from another state and are required to file a return for that other state.
Any tax form that needs to be included as backup or flows through to the 1040 or state return. If it doesn't affect the tax return I will not bill for it.
Includes 1 state tax return. C-Corporations, S-Corporations and partnerships are included at this rate.
Other tax return fees will be an agreed upon per engagement.
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