NEW TAX CLIENT
TERMS:
-V-Prepare: File your tax return via Zoom video or Phone call.
-Mobile (We Come To You): We come to your home, or location of your choice.
-Max Deduction (Max): Maximize your refund by allowing us to find deductions that you qualify for.
-W2s only: You work for a company and received w2, no 1099k, no 1099nec, no self-employment
-SE: Self-Employment, you have a small business that's not an LLC, you received a 1099nec, 1099k or income that was not tax by federal or state. You are required to pay your own self-employed taxes.
-LLC: Limited Liability Company that was filed with the Secretary of State, you are required to file a 568 tax form along with 1040.
-Partnership: General Partnership or Limited Liability Partnership that was filed with the Secretary of State, you are required to file a 1065 tax form and receive a PK-1 form for each member that need to be filed with their personal return.
​
**Stocks are $10 for every 14 stocks (1 page 8949 form) and will be charged at the review.
​​​​
**NO LONGER OFFERING FEE COLLECT AS OF 3/3/25, MUST PAY AT CHECK OUT OR AT APPOINTMENT
TRAVEL FEES FOR MOBILE SERVICES:
93535, 93543, 93550, 93552, 93591- $25
93532, 93534, 93536, 93551- $35
Not listed, please call
30 min
From 25 US dollars
Cancellation Policy:
If canceled within in 7 days of your appointment, NO REFUND WILL BE ISSUED, you will receive a 100% credit that is valid for 30 days.
If canceled between 6 days before 72 hours before your appointment, NO REFUND WILL BE ISSUED, you will receive a 50% credit valid for 30 days.
If you failed to canceled within 72 hours, or have a NO SHOW, NO CALL, NO CREDIT WILL BE ISSUED and a rebooking fee of $25 will be applied.