appointment types

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.

45 minute appointment

Up to 10 tax pieces (W2s, 1099s, etc.) and don't have a business on your return. Or you have a business, but dropped off the paperwork at least 7 days before the appointment. This is just a time to review the information. Use the 90 minute appointment if you have a lot of questions.

90 minute appointment

More than 10 tax pieces or have a business (sole proprietorship, farm, rental, etc.) that is included in your return.

Standard costs

Tax Return Preparation - Billed by Form

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.

Individual tax return (1040)

125

Includes the 1040 and 1 state tax return.

Additional State Returns

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.

Each Additional form

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.

Business tax return (1120, 1120S, 1065)

250

Includes 1 state tax return. C-Corporations, S-Corporations and partnerships are included at this rate.

Other tax returns (1041, 706, etc.)

as agreed

Other tax return fees will be an agreed upon per engagement.