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 (credit for lower income people) 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 2023, refunds from states you filed for 2022 do not add states)
Early bird schedule for 2024 (date is when all tax documents are uploaded including spreadsheets, and the Organizer is filled out and submitted)
By Jan 28 $50 off
By Feb 4 $45 off
By Feb 11 $40 off
By Feb 18 $35 off
By Feb 25 $30 off
By Mar 3 $25 off
By Mar 10 $20 off
By Mar 17 $15 off
By Mar 24 $10 off
By Mar 31 $5 off
Procrastinator charge
After Aug 5 +$10
After Aug 12 +$20
After Aug 19 +$30
After Aug 26 +$40
After Sep 2 +$50
All dates are the same for both appt and email returns.
Early bird discounts are only for current year returns (2023), 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.
Other services:
Amended returns start at $30 base plus $10 per state for returns I did originally, with additional charges depending on what needs changing (Amendments due to preparer error are free of charge).
Amending returns that I did not do originally is the same price as doing the original return.
Other Financial planning or consulting is at the rate of $60 per hour for tax clients, $90 for non-tax clients, time can be pro-rated.
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 2023, refunds from states you filed for 2022 do not add states)
Early bird schedule for 2024 (date is when all tax documents are uploaded including spreadsheets, and the Organizer is filled out and submitted)
By Jan 28 $50 off
By Feb 4 $45 off
By Feb 11 $40 off
By Feb 18 $35 off
By Feb 25 $30 off
By Mar 3 $25 off
By Mar 10 $20 off
By Mar 17 $15 off
By Mar 24 $10 off
By Mar 31 $5 off
Procrastinator charge
After Aug 5 +$10
After Aug 12 +$20
After Aug 19 +$30
After Aug 26 +$40
After Sep 2 +$50
All dates are the same for both appt and email returns.
Early bird discounts are only for current year returns (2023), 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.
Other services:
Amended returns start at $30 base plus $10 per state for returns I did originally, with additional charges depending on what needs changing (Amendments due to preparer error are free of charge).
Amending returns that I did not do originally is the same price as doing the original return.
Other Financial planning or consulting is at the rate of $60 per hour for tax clients, $90 for non-tax clients, time can be pro-rated.