Please read before scheduling

Our services are limited to personal tax return preparation and tax-exempt organization tax returns (i.e., Forms 1040, 990, and State Returns) and assistance resolving issues with the IRS and Indiana Department of Revenue. In general, our fee is based on forms required to prepare and file your tax return. Examples of forms that we charge for include, but are not limited to, Schedules A, B, C, and D and certain worksheets needed to prepare your return. We do not charge extra for federal Schedules 1,2 and 3. We generally do not charge for tax information forms (W2, 1099, 1098, etc.) you receive in the mail. The minimum fee for any return (including state returns if applicable) is $155. E-filing included. Half of our clients will probably pay less than $290 plus scan charges if any. Our fees in 2021 (adjusted for inflation) by average and percentile were:

Average: $315
25th perecntile: $218
50th percentile: $289
75th percentile: $374

We charge $1 per scanned page of supporting docs (first 30 pages and prior year tax returns scanned are free). Clients may mitigate or avoid scanning charges by uploading their documents to our portal (link provided upon request).. Brokerage statements, in particular, are generally available for download from the broker's website. New clienst may upload pdf files of their prior year tax returns too.

We do not prepare partnership return 1065, Sub-S 1120-S, Corporate 1120, estate returns (1041, 706), foreign earned income (2555), or individual clients that require injured spouse forms. We do not have sufficient expertise in those areas.

Appointments made after April 1 will likely require an extension to file. Filing an extension gives more time to file (six months) -- not more time to pay. A calculation is necessary to estimate the extension payment. I charge $80 for filing an extension, payable in advance, which will be credited when I prepare the return. You may file an extension yourself, but be sure to pay estimated extension payments for taxes to the IRS and all State authorities you expect to owe. Penalties for underpayment of tax returns filed after the April deadline can be severe. We are not responsible for underpayment penalties, even if we assist with calculating the estimate.