NEW TAX CLIENT
TERMS:
-V-Prepare: File your tax return via Zoom video or Phone call.
-Mobile (We Come To You): We come to your home, or location of your choice.
-Max Deduction (Max): Maximize your refund by allowing us to find deductions that you qualify for.
-W2s only: You work for a company and received w2, no 1099k, no 1099nec, no self-employment
-SE: Self-Employment, you have a small business that's not an LLC, you received a 1099nec, 1099k or income that was not tax by federal or state. You are required to pay your own self-employed taxes.
-LLC: Limited Liability Company that was filed with the Secretary of State, you are required to file a 568 tax form along with 1040.
-Partnership: General Partnership or Limited Liability Partnership that was filed with the Secretary of State, you are required to file a 1065 tax form and receive a PK-1 form for each member that need to be filed with their personal return.
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**Stocks are $10 for every 14 stocks (1 page 8949 form) and will be charged at the review.
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**NO LONGER OFFERING FEE COLLECT AS OF 3/3/25, MUST PAY AT CHECK OUT OR AT APPOINTMENT
TRAVEL FEES FOR MOBILE SERVICES:
93535, 93543, 93550, 93552, 93591- $25
93532, 93534, 93536, 93551- $35
Not listed, please call
30 min
25 US dollars
30 min
From 105 US dollars
30 min
From 165 US dollars
30 min
From 175 US dollars
30 min
From 185 US dollars
1 hr 30 min
From 125 US dollars
1 hr 30 min
From 165 US dollars
1 hr 30 min
From 175 US dollars
1 hr 30 min
From 185 US dollars
Cancellation Policy:
If canceled within in 7 days of your appointment, NO REFUND WILL BE ISSUED, you will receive a 100% credit that is valid for 30 days.
If canceled between 6 days before 72 hours before your appointment, NO REFUND WILL BE ISSUED, you will receive a 50% credit valid for 30 days.
If you failed to canceled within 72 hours, or have a NO SHOW, NO CALL, NO CREDIT WILL BE ISSUED and a rebooking fee of $25 will be applied.