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TAX PREPARATION FEES
SINGLE/INDIVIDUAL
Simple
starts at $120
Advanced
starts at $200
HEAD OF HOUSEHOLD
Simple
starts at $150
Advanced
starts at $225
MARRIED FILING JOINTLY
Simple
starts at $200
Advanced
starts at $275
BUSINESS RETURNS
Simple
starts $600
Advanced
starts at $900
*Prices subjected to change under complex tax situations
Document Checklist/Thông Tin Khai Thuế
Personal Information/ Thông tin cá nhân
Proof of identification (Driver License)
Social Security cards for you, your spouse and dependents
Birth dates for you, your spouse and dependents
Banking information if Direct Deposit Required
income data/thông tin thu nhập
Paycheck stubs (W-2, 1099)
Rental Income
Insurance Coverage (1095-A)
Records of digital asset transactions (brokerage statements)
Pension/Annuity/Stock/Bond
Other Income (Unemployment benefits, investments, interest income, SSA)
expense data/thông tin chi phí
Dependent Care Costs
Education Expenses
Mortgage/Home Equity Loan Interest/Mortgage Insurance
Healthcare costs
Real Estate/Property Taxes
Employment Related Expenses
Charitable Contributions Cash/Non-Cash
HSA/IRA Contributions/Retirement Contributions
Documents from side jobs and self-employment (independent contractors)
Statements from banks, payment apps, card processors or online marketplaces
Checks paid to you
Receipts and mileage logs for travel, gift and car expenses
Records of deductible office expenses
Estimated tax payments
Other business income and expense records
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Registered Office: 3217 Holloway St, Durham, NC 27703.
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