There are two kinds of surprises I work hard to avoid for you…
Prices for all of my services can be found on this page.
Premium Tax Prep and Premium Tax Prep+ start at $500 and $1,000, respectively. They usually aren't more than that, but sometimes are.
If you are not a current client, I can quote you an estimate based on your situation for $75.
If you accept the engaegment, that $75 is applied to the cost of your chosen Premium Tax Prep package.
If you are a current client that added a complexity to your situation and you want to see if it will change your Premium Tax Prep cost, just ask me and I will do an estimate for you.
2. Taxes Due With Tax Return (or A Too-Big Refund)
It stinks to have an unexpected tax bill in April. It can be equally frustrating to pay in too much during the year and have those funds locked up in the US Treasury.
Premium Tax Planning is included with Premium Tax Prep and can be used to plan for the next tax year when your tax return is prepared.
You can have me do additional Tax Return Projections anytime to plan for changes to your situation as they happen.
Premium Tax Prep+ clients are entitled to an additional Tax Return Projection every Fall which is useful for surprise prevention.