Fees & What to Expect


Understanding Tax Preparation Fees

Tax returns vary widely in complexity. Some involve a single W-2 and standard deduction. Others include businesses, rental properties, investments, trusts, or complex tax issues.

For this reason, professional tax preparation fees vary based on:

  • number of forms and schedules
  • businesses or rental properties
  • investment activity
  • prior-year corrections
  • tax planning and advisory time

Before beginning work we provide an engagement letter explaining how fees are determined so there are no surprises.

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