Discovery Call - Taxes


Looks like you already know what you want.

So let’s get you one step closer to taking care of it. Please give us a bit of info, schedule your consult, then fill out the initial questionnaire to help us prepare for your call

Frequently Asked Questions

how long will it take?

It depends on how fast you can provide your information :) The general expectation is approximately 2 weeks from document receipt to completion, with the timing occurring a bit faster earlier in the tax season. You will aways be informed as to the status throughout the process, and will have the opportunity to view and discuss your tax return before it is submitted.

For refunds, clients can anticipate receiving funds within 7-10 days after filing. Keep in mind that this is only an estimate based on previous year timeframes, and could adjust based on a variety of factors.

How much does it cost?

(Per year requested)
Tax returns for self-employed individuals = starting at $650.00
Tax returns for individuals = starting at $500.00
Tax returns for couples = starting at $650.00
Tax returns for partnerships = starting at $750.00

what about previous years?

Not all caught up on your annual tax returns? No problem! We will prepare your prior year tax returns, and walk you through any potential tax consequences as a part of your service.

when can we get started?

As soon as you’re ready! Start by scheduling your initial consult in the section above, and gather your documents. After our talk, we will provide a checklist (you can view the items that will be requested here), link to your upload folder, and information on next steps. We’ll take it from there, answering your questions and keeping you in the loop every step of the way.

Talk soon!