Our fees

Our fees are based on the complexity of your return and the forms required. Key details include:

• Fee Due Upon Presentation: Invoices are payable upon presentation.

• E-Filing Contingent on Payment: No e-filing will occur until full payment is received.

• Refund Policy: Once the return is completed and presented for final review, no refunds will be issued if you decline to file with us.

• Additional Charges: Amended returns or other services beyond the agreed-upon scope will incur additional fees unless due to our error. For amended returns we charge a half of each amended form's fee, if the original return was filed with us. For new clients, we charge the form 1040X fee instead of the form 1040 fee and the full fee of all other forms.

• Simple returns: We charge only $117 for W2-only returns and returns of dependents. We provide discounts for no-activity businesses.

• Early bird discounts: We grant a 15% discount off the base 1040 form fee, if all tax documents are provided by March 1. The discount decreases to 10% by March 15 and completely disappers after that date.

 Communication packages

 Our guarantees

 We stand behind our work. If a mistake on our part results in interest or penalties from tax authorities, we will cover those costs. This guarantee applies only if:

1. You notify us within 15 days of receiving tax authority correspondence.

2. The issue arises from our error, not from omitted or incorrect information you provided.

Exclusions: This guarantee does not cover failure-to-pay penalties, underpayment penalties, or interest resulting from your tax payment schedule.

Your responsibilities

1. Provide Accurate Information: You are responsible for providing all required documentation promptly and accurately. Failure to do so may delay the preparation of your return or result in inaccuracies. We provide discounts for the early data submission.

2. Review Returns: Carefully review your returns before signing and filing. Notify us immediately if you identify any issues.

3. Filing Returns: If you choose not to e-file with us, you are solely responsible for filing the returns with the appropriate authorities.

4. Compliance with Tax Obligations: You must ensure that all taxes owed are paid on time and comply with all applicable tax laws.