How much to have Jen prepare your taxes? Use this tool to get an estimate! This is not a guaranteed price, like any calculator it's only as good as the info you put into it, but it should give you a good ballpark! This is the best quote I can give you without actually doing your taxes, please do not email asking for a more specific quote. Thank you! :)
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List of things that can increase the complexity of your taxes:
(Note, this list is not exhaustive! Small counts as 1, Medium as 2, High as 3-4) Small increases: More than 5 income documents Dependents or Head of Household Teacher and student loan deductions Education Credits Previous Year Return Medium increases: Health Insurance-related issues like Marketplace subsidies, self-employed deduction, state exemptions, HSAs Stock or Crypto Transactions IRA deductions or simple rollovers Child Care Credits EITC Simple Schedule Cs (1099NECs) Itemized Deductions - Mortgage interest and property taxes, monetary charity or medical expenses, taxable refunds Analysis - Estimated Payments and Joint vs Separate High increases: Complex Schedule Cs - lots of spreadsheet work and deductions Home offices, Vehicle expenses and Depreciation on a Sch C Rental Income - deductions, depreciation K-1s Large Item Charitable Deduction Foreign Tax Credit IRA Roth Conversions Non-Resident Alien return Insolvency for Cancellation of Debt Sale of your home or business items State stuff - deductions, credits, part-year residency Extra research or analysis of any unusual issues |
More info for pricing (all of this is incorporated into the quote above)
Base return price starts at $200 and increases based on complexity.
Each state starts at base price $15
(note for states - you only have to file in states you lived or worked in during 2022, refunds from states you filed for 2021 do not add states)
Early bird schedule for 2023
By Jan 29 $50 off
By Feb 5 $45 off
By Feb 12 $40 off
By Feb 19 $35 off
By Feb 26 $30 off
By Mar 5 $25 off
By Mar 12 $20 off
By Mar 19 $15 off
By Mar 26 $10 off
By Apr 2 $5 off
Procrastinator charge
After Aug 6 +$10
After Aug 20 +$20
After Sep 3 +$30
All dates are the same for both appt and email returns.
Early bird discounts are only for current year returns (2022), previous year returns not eligible.
Other discounts
$5 off per year you are with me after your first! (Limit 11 years, $50 off)
Sliding scale: $20 off for incomes under $15k, $15 off for incomes between $15k and $30k, $10 off for incomes between $30k and $45k, and $5 off for incomes between $45k and $60k.
What can I do to keep the price down?
A lot of things are of course out of your control, like how many docs you have or needing to do deductions or credits. But you can be as early as possible, responsive to emails from me, and fully fill out my forms and spreadsheets to the best of your ability so it doesn't take extra work to get you finished.
Base return price starts at $200 and increases based on complexity.
Each state starts at base price $15
(note for states - you only have to file in states you lived or worked in during 2022, refunds from states you filed for 2021 do not add states)
Early bird schedule for 2023
By Jan 29 $50 off
By Feb 5 $45 off
By Feb 12 $40 off
By Feb 19 $35 off
By Feb 26 $30 off
By Mar 5 $25 off
By Mar 12 $20 off
By Mar 19 $15 off
By Mar 26 $10 off
By Apr 2 $5 off
Procrastinator charge
After Aug 6 +$10
After Aug 20 +$20
After Sep 3 +$30
All dates are the same for both appt and email returns.
Early bird discounts are only for current year returns (2022), previous year returns not eligible.
Other discounts
$5 off per year you are with me after your first! (Limit 11 years, $50 off)
Sliding scale: $20 off for incomes under $15k, $15 off for incomes between $15k and $30k, $10 off for incomes between $30k and $45k, and $5 off for incomes between $45k and $60k.
What can I do to keep the price down?
A lot of things are of course out of your control, like how many docs you have or needing to do deductions or credits. But you can be as early as possible, responsive to emails from me, and fully fill out my forms and spreadsheets to the best of your ability so it doesn't take extra work to get you finished.
