Below are some general guidelines regarding our fees, utilizing a two-tiered price structure:
EARLY SEASON – January 20, 2024 – February 1, 2024 our minimum fee during this time frame is $ 100. This applies to a basic tax return with W-2 and/or retirement income, standard deduction and no additional schedules (see below for fees regarding dependents).
PRIME SEASON – February 5, 2024 – April 15, 2024 our minimum fee during this time frame is $ 220, with no exceptions. Fee will increase from there based on complexity of return, time needed to prepare and number of forms required. The average cost of a return with itemized deductions will be
$ 225. Returns with additional schedules for small businesses, capital gains or rental properties will average $ 250 and up.
EXTENSION SEASON – May 5 through Oct 15 – A minimum fee of $ 100, with fee increases based on complexity of return.
MAIL-INS & DROP OFFS – We only accept these returns until March 15 and will be priced based on when received, time needed to prepare and complexity of return. A $10 postage fee will be added to any returns that need to be mailed back to the client. We mail all returns Priority mail.
CONSULTATIONS – A minimum fee of $ 100 will apply to any in-office or phone consultations and assistance with tax withholding.
DEPENDENT RETURNS – Pricing for kids returns are:
- High School student (parent existing or new client) $50
- College student (dependent of existing or new client) $75
- College student (not a dependent) $100
- Kiddy tax form $50
- Please have your non-dependent adult children schedule their own appointments. If you bring your adult children’s tax documents with you to your appointment, regular pricing applies.
CANCELLATIONS AND NO-SHOWS – We will assess a $ 50 cancellation fee for appointments canceled with less than a 24 hour notice. This fee will be collected before we schedule a new appointment.
PAYMENTS – Payment is expected at time of service. We gladly accept cash, checks, credit cards and Venmo payments (Poole Tax Service@pooletax). Please consider supporting small businesses rather than large banks by opting to pay with cash or check.
Each return will include electronic filing, a federal return, one state return and a hard and electronic copy for your records. Multiple state returns will increase the cost. These are general guidelines and can be impacted by a variety of situations.