8410 Hickman Road, Suite 102 | Clive, IA 50325
Mason City, IA | Appointment only
(515) 770-3382 firstname.lastname@example.org
If you're just looking for advice or direction with regards to your filing situation, business or rental income and expenses, or tax planning my consultation fee starts at $100. If I prepare your returns, a portion of the consultation fee will be applied as a credit on your final bill.
Accepting New Clients
In-Person and Remote Preparation Available
I teach a 4-hour in-depth course on self-employment. The course includes a handout and covers starting your business, business structures, audit pitfalls, tax implications, and the Schedule C in detail including home office, automobile, travel, and depreciation deductions. The fee for the course varies based on class size. Course is $99. Next class is January 31, 2022 from 1:00pm - 5:00pm. Call to register.
If I prepare your current year return I'll review your prior year tax return at no charge. If you just want me to review a prior year return prepared by another tax preparer my fee starts at $75 and increases depending on the complexity of return. If I find needed corrections I'll go over these with you in detail so you can return to your previous tax preparer to have an amended return generated. A reputable tax preparer should amend your return at no cost if it was their error.
If you would like me to amend a return prepared by another tax preparer the fee is the same as preparing a new return. This is because I have to generate the return to match the original and then amend the return with the correct information.
If I prepare your return I never charge to amend the return if it was an oversight on my part and normally don't charge if only minor changes are required due to an oversight on your part.
My fee for preparing your returns will vary based on a number of factors including time, complexity and the number and types of Schedules and Forms that are required. I will never charge you for a Schedule or Form that isn't required nor do I charge for worksheets.
All prices include initial consultation, preparation, detailed review of your final returns, and electronic filing (if allowed) of your Federal return and one state return. Additional state returns are $35.00 each. Pricing is discussed prior to beginning your return. No hidden costs or surprises.
Basic returns with no Schedule A or dependents start at $139.