Individual Tax Preparation

$90.00

$90 - $160

Individual Tax Preparation is the process of collecting, reviewing, calculating, and filing a person’s personal income tax return. Most common form is the IRS Form 1040. It will be prepare in compliance with federal (and often state/local) tax laws.

Individual Tax Return Quote Calculator

Base Price: $90

Includes:
One W-2 income
Standard deduction
One basic federal & state return
Direct deposit or mailed refund

Income Types

Number of W-2s: (+ $5 each after the first)

Unemployment (1099-G)
Interest / Dividends (1099-INT/DIV)
Retirement Income (SSA-1099, 1099-R)

Credits & Deductions

Child Tax Credit / Additional CTC
Education Credits (1098-T)
Itemized Deductions (Schedule A)

Other Situations

Health Insurance Marketplace (1095-A)
Prior-year correction or amendment help

Number of State Returns: (+ $20 each after the first)

Total Estimated Price

$90

* Individual returns only. No business income. Final price capped at $160.

Tax Return Filing Process:

1. Introductory Call
-Complete Client Intake questionnaire
-Complete Household Member Dependents questionnaire
-All questionnaires above MUST be completed before the appointment start (NO exception, otherwise the appointment will be cancel and reschedule)
-Please set aside 1 hour to complete them.
-Discuss your tax information.

2. Agreement
-Sign the engagement agreement.
-Chose the payment option for your tax preparation fee:
-We have many flexible payment options and bank products to chose from.
-Buy now, pay later (Klarna, Afterpay, Zip, PayPal)
-Bank Products (Pay with your refund, refund advance loan - EPS Financial)

3. Gather documents
-Check the Resources page for a more detail checklist
-Digital documents MUST be uploaded on the Client Portal (DO NOT email, text, or send via social media messaging)
-Social Security cards, ITIN letters, Picture ID (include spouse)
-W-2, 1099, 1098, 1095
-Medical/dental/prescription expenses
-Charitable contributions
-Child/dependent care expenses
-Retirement contributions
-Teacher/aide/educator school supplies expenses
-Alimony payments
-Educational expenses
-Heath savings account (HSA) contributions
-Energy-efficient home items purchases
-Prior year tax return

4. Tax preparation
-Prepare your tax return on tax software.

5. Review & Sign
-Complete and sign the Due Diligence Questionnaire (if applicable).
-Review and sign your tax return.

6. File tax return
-Send to the IRS via mail or e-file.

7. Pay taxes (if applicable)
-Pay your taxes through your bank account, IRS direct pay, installment agreement, or mail payment to IRS.

8. Receive refund (if applicable)
-Check the status of your refund at: https://www.irs.gov/wheres-my-refund