Serving Montgomery County and Surrounding Areas - Call Today (301) 789-9044
1. We offer drop-off, virtual, and limited in-person tax preparation
2. We provide honest and transparent pricing with no hidden fees
3. Free basic tax planning is available for current tax clients (see below)
4. All tax returns include our 100% Satisfaction Guarantee
Pricing below is an estimate and is based on the typical time to complete the more common tax forms. Your final fee will be based on complexity and may be more or less than the amounts shown below.
Please note:
Basic tax preparation includes:
Each tax credit may have a separate fee:
Based on the number and complexity of investment accounts
Pricing depends on complexity. Typical items with self-employment include:
Pricing depends on complexity, number of brokerage accounts, capital gain/loss activities:
Fee is per rental property
Form 1095-A is used to reconcile your Premium Tax Credit
Fee is per additional state and depends on complexity
These items include greater analysis, complexity, and completion time, as well as additional due diligence requirements by the IRS.
To claim the Earned Income Tax Credit, you must complete our Due Diligence Organizer.
To file Head of Household, you must complete our Due Diligence Organizer.
For married clients, we will notify you if there is a tax savings to file married filing separate, versus married filing joint.
Up to 30 minutes of planning is no charge for current year (paid) clients. Typical questions/scenarios include:
Same as above; $100 of your planning fee applies to next year's tax preparation fee
Typical questions/scenarios include: