Tax Prep Consultation / Intake Review

Service Description

This appointment is for new or returning tax clients who need their filing situation reviewed before receiving a final quote. Tax preparation starts at $150. Final pricing depends on filing status, forms, dependents, credits, self-employment income, business activity, and return complexity. During this intake review, we will discuss your tax situation, identify the documents needed, review your filing needs, and provide the next steps before tax preparation begins. Please note: This appointment is not the filing of your tax return. Tax preparation begins after intake, document review, quote approval, and required client information is received. Tax preparation fees are due before filing and/or before the final return is delivered, depending on the agreed-upon service. Tax Preparation may begin after intake, quote approval, and required payment are completed. Fees are based on work performed and return complexity, not the amount of refund or balance due. Disclaimer: Tax preparation fees and eligibility depend on each client's documents, filing status, income, credits, deductions, and overall tax situation. Refund amounts are not guaranteed. IRS or state notices requiring representation may be referred to an enrolled agent, CPA, or attorney when needed.