Description
Summary of Service and Fee(s):
1.) 2022 tax preparation including federal, state: Individual, business (if applicable) tax prep services
2.) Included (optional) (no additional charge): Will do a complete review of 2021 tax return to recommend amending or not to amend.
Standard Rate:
$650.00
Early January and New Client Discount:
$450 (flat rate)
To Start 2022 Tax Preparation Services:
1.) Please make payment for 50% ($225) of total fee and send signed acceptance of engagement letter.
You may begin uploading your 2022 tax documents to our secure portal. A tax organizer listing typical information needed will also be sent by email.
2.) Second 50%, balance ($225) to be paid AFTER delivery of completed tax returns.
What If I’m Not Ready To Begin Now?:
If your tax documents are not yet available for upload and/or you’re not ready to begin, I recommend you ‘reserve your place’ for services. Quality tax services or accountants (especially in crypto tax) experience more demand than capacity.
Therefore, even if you need more time to gather tax documents and complete a tax organizer, I will hold this spot for you for the next 60 days. You will also be ‘locking-in’ the one-time discounted price that expires in 10 days. You only need to return the engagement letter and pay the 50% fee to “hold your position.” You will still have a full 60 days to change your mind for a 100% refund of the 50% deposit that ‘secures your place’ for tax services.
