Our Process

Our process begins with completing a review and inventory of all tax documents while familiarizing ourselves with your unique situation. Once completed, an in-person meeting to ensure all relevant details have been accounted for is typical. Our office complex maintains a locked drop-box where many clients choose to leave their documents, prior to a face-to-face meeting. This isn't mandatory, but often saves time in the filing process as time-consuming data entry is necessary. For those who choose to leave their documents ahead of their appointment, we complete the bulk of the data entry prior to our scheduled meeting to finalize the tax return(s). Upon completion of your filing, most often via e-file, any necessary signatures are addressed as is any amount due.

Over the years, we have kept our filing costs for clients at industry-leading lows. According to the National Society of Accountants, the average cost for tax filing in 2023 is $220 for a basic federal 1040/state tax return, with no itemized deductions. We continue to offer our services at $169 for basic federal 1040/state filing, with a special discounted rate of $99 for those aged 50+. Of course, some exceptions apply for complicated filings requiring special schedules (for ex: rental properties, small business filings, etc.). If there are additional costs above our advertised rates, we will bring this to your attention, along with any additional cost, prior to incurring any expense. There is no obligation to proceed at this point if you feel our cost is excessive.