How Much Does it Cost?
Price Schedule - Click on the link to download my price schedule for 2017. You can get an idea of how much your tax return will cost you by adding up the schedules that we'll need to file with your return.
New Client Onboarding Schedules - If you're interested in working together then I'll need you to fill out these forms to get your access to my secure portal and begin the onboarding process.
Tax Organizers - General
Expense Organizer for Business Owners - This is a handy tool for business owners to categorize and sum their expenses for the year. I'll need all business owners to fill this out and submit it to me before I can prepare their return.
Tax Organizers - Specific
Expense Organizer for Real Estate Agents - This will help real estate agents and brokers to classify and quantify their business expenses.
Expense Organizer for Musicians - This will help musicians to classify and quantify their business expenses.
Expense Organizer for Rental Real Estate Owners - This will help owners of rental real estate capture all of their available deductions.
Excel versions of all organizers are available upon request.
Extension Info Needed - If you want to become a client but you've run out of time to get your return filed ahead of the April 15th deadline, you can fill this out and send it to my Dropbox folder and I'll file an extension for you. Simply filling this out and sending it to me does not obligate me to file this extension. Please contact me via email to confirm the acceptance and submission. This is intended for clients that I've discussed this with.
LLC Formation Template - I'll need you to fill this out so I can get the ball rolling on forming your LLC.
S-Corporation Formation Template - I'll need you to fill this out so I can get the ball rolling on forming your S-Corp.