Tax Help

 

 

Tax Organizer

Estimated Donation Values

Vehicle, Travel, & Entertainment Expense

Check Your e-file Status

Where's My Refund

 

Please click links to retrieve forms and connect to links.

January 15th - 4th ES from prior year, 31st - W-2's and 1099's
February  
March 15th - Corporate Returns Due
April 15th - Personal Returns Due, Partnerships and Trusts, 1st ES payment current year
May  
June 15th - Federal Returns for U.S. Citizens Working Outside the U.S. or Puerto Rico Due, 2nd ES payment
July  
August  
September 15th - Businesses That Filed For a 6 Month Extension on March 15th Must File Now, 3rd ES Payment
October 15th - Individuals Who Filed an Extention Must File Now
November  
December Individual and Business Trusts, Those with Quarterly ES Payments, Payroll

 

We encourage our clients to e-file. 

Tax Prep and Fees

Drop-Offs - base price is $295.00.  If you are a long-standing client we advise you to drop off your materials to be prepared; unless you feel the need for a face-to-face appointment. Please take advantage of out new night drop box located on our front patio!  Please DO NOT place personal information in our mail box!

For New Clients - $350.00 minimum tax preparation charge. 

For Appointments With Charles - $400.00 base price for everyone.

 

Please be aware of our 24-hour cancellation policy. You will be charged $25.00 if you cancel with in 24 hours of your appointment. Furthermore, if you cancel your appointment more than twice during tax season we will need to reschedule you for after April 15th. Please understand these policies are implemented to insure everyone has a great customer service experience. Thanks.

 

 

 

 

 

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