New Client FAQ Answers!

February 1, 2018

1.  Yes, we are still taking new individual and business tax clients.

2.  Our fees are based on the amount of time spent to properly prepare your tax return.  Base price for an itemized return (mortgage interest, real estate taxes, etc) is $185.  Base price for a non-itemized return is $145.  Base price for personal return with Schedule C is $310.  Business return base price is $385.

We will gladly give you a hard quote if you want to drop by with your 2016 tax return and 2017 tax information.

3.  We are available to meet evenings and weekends through April 17th.

4.  We will need a copy of your 2016 tax return to prepare your 2017 return.  We need this information to electronically file your 2017 plus some items transfer from one year to next.  We also like to use the prior year as a checklist when helping to gather your 2017 information with you.

5.  We will gladly prepare multiple state tax returns, as needed.  Sorry, we do not offer international filings.

6.  We will electronically file all your 2017 returns for FREE.  We do not have service fees or additional costs added to your tax preparation cost.

7.  We are available during year to file your current and prior tax returns as well as proactively plan for current/future returns.

8.  We require payment for services before returns are electronically filed. 


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Phone: 717.220.1406 • Fax: 717.220.1385