Our minimum tax preparation fee is $1000. Our intake interview involves up to 2 hours at your location. These rates are subject to change. We require a down payment of the greater of $500, or 50% of our estimate, at the time of the intake interview. Any balance is due when we deliver your completed tax return.
If both discounts apply we will process your return for $395
which is our absolute minimum charge. Complex returns including AMT and
extensive real estate, business or investments may cost more; we can estimate such
cost based on your prior year return and our per form fee schedule. Our
intake interview involves up to 2 hours at your location. These rates are
subject to change. We require a down payment of the greater of $395, or
50% of our estimate, at the time of the intake interview. Any balance is
due when we deliver your completed tax return.
Preparer liability, under any circumstances, will be limited to the amount of the preparation fee paid. Our tax service engagement terms, in detail, are as described in the attached engagement letter.
