Dear clients,

For the first time in almost 20 years, we will be implementing a nominal across-the-board price increase.  We’ve successfully kept our fees well below average, and will continue to do so for the foreseeable future.  But due to a dramatic increase in our operating costs, most clients will see a 5% increase over last years’ fee.

In general, here’s what you can expect;  our minimum fee starts at $ 100. This applies to a basic tax return with W-2 and/or retirement income, standard deduction and no additional schedules.

 For some of our long-time clients, resetting the base rate to $ 100 may incur more than a 5% increase.  Although we understand the difficulty of a larger cost increase, our minimum fee needs to cover the time your appointment takes in our schedule.

A form 1040 with W-2 and/or retirement income plus itemized deductions starts at $ 210.  Additional schedules for capital gains, self employment income, rental properties, etc will increase the cost accordingly.

For current clients paying below the base rate of $ 210 for this type of return, your fee will be adjusted gradually over the next several seasons to bring you up to the base rate.

Every tax return is unique.  We try to price each return fairly, but variables such as disorganized or missing paperwork, a high volume of W-2’s, 1099’s, stock transactions, etc will impact the cost of your return.

These are general guidelines and can be impacted by a variety of situations.  Each return will include electronic filing, a federal return and one state return, as well as an electronic copy and hard copy.  Additional states may increase the cost.

Thank you for your understanding while we continue to work hard to provide a great service at a fair price.

  • Any additional hard copies will incur a $25 charge. Any additional electronic copies will incur a $10 charge. These fees are per tax return.
  • Payment is required at the time of service.
  • We gladly accept cash and checks.  Although we accept credit card payments, we prefer not to.

*Please support small business, not large banks, by considering a cash or check payment. Thank you!

If you have to cancel your appointment please do so by calling the office otherwise there will be a $50 fee payable before you can make your next appointment.