Fees
My fee is based on the complexity of your tax return, so the more forms and schedules you have to file, the higher my fee will be. I am positive that you will find my fees to be very reasonable and very competitive. In addition, I offer a 20% senior discount for clients who are 65+ by December 31 of the prior year. Feel free to contact me for a free estimate.
Policies
I kindly ask that you respect the following policies:
- I do not e-file any return until it is signed and I am paid in full
- If I do not have all paperwork pertinent to completing a tax return by April 1, I reserve the right to file an extension and prepare the return after April 15.
- Any return completed after April 30 will incur a 20% surcharge. Obviously I will use discretion if the reason for being late is beyond your control.
- If I make an error on your return that results in additional amounts owed to the IRS or DOR, I will pay all penalties and interest that are added to the bill (additional taxes owed are your responsibility).
- If I make an error that requires me to file an amended return, I will prepare the amendment free of charge