All clients who participate in a session for having their taxes prepared will sit one-on-one with a financial coach. The tax return will be prepared live educating the client on what they will be signing to send to the IRS and their state (and city). Each question asked is to help jog the memory of the client on what was done throughout the year which may be credits or deductions to take advantage of for last tax year. As long as there are receipts and evidence for the amounts supplied, you will be able to maximize on the most efficient tax refund or lower the liability owed.
For new and returning Tax Clients, please view the Tax Documents to have prepared for your appointment.
Current Tax Schedule:
Short Form $140
Long Form $240
Schedule C (business) $30-$100
Schedule E (rental property) $40
Additional Forms $5-$35
Amendment $50-215
ERC/ERD (tax fee paid from refund) $40
Cancellations $25
By appointments only - please call (917) 830-5526
or visit this web page by clicking here to set up your
appointment virtually through Zoom, at your home,
or office.