Request a Consultation
Pricing
$635
Best For
Taxpayers with very basic filing needs who want to establish a relationship with a CPA, or transitioning from H&R Block, Jackson Hewitt, Liberty Tax, or DIY tax filing software. Ideal for recent college graduates and single filers with W-2 jobs as a single income source, and no dependents.
Return Preparer
One of our associates (CPA, EA or CPA candidates).
Completion Priority Before Deadline
First come, first served.
Preparation Time
No time commitment as long as prepared before the deadline.
What Is Included In Price
Up to two (2) W-2 forms, one (1) 1099-INT form, one (1) 1099-DIV form, up to two (2) 1098 mortgage forms, up to two (2) 1099-R forms (except for IRA conversions), or any combination of the above forms not to exceed a total of eight (8) forms PLUS filing in one state (except NY, HI, CA and any state with local returns). No other forms feeding into Schedule A (such as 8283) are included.
Additional Services Included
Return reviewed and signed off on by Mike Davidov, CPA.
In-Person or Remote Interaction
Remote only (secure portal or secure fax only).
Discounts on Other Services
All other services are full price unless promotions are announced.
Limits on Communication
No e-mailed questions from the client (not including notification of document submission and responses to D&A information requests) included in pricing. Each email received and responded to that had questions in it will be billed $50.
Add-Ons
All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity).
Filing Extensions
Filed if and when necessary, as determined by D&A; the client is notified; tax to be paid with extension (if any) will not be calculated by D&A.