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*Phone Appt.* Personal Tax Return w/ an EA/CPA (Peng)
Personal Tax Return prepared by an EA/CPA (Peng falls under this category). Please leave the best contact number so we can reach out to you during your appointment time. A week before your appointment, we'll send you a link to upload your tax data. During that time, we'll get your tax data in so that we're ready to wrap up during our phone appointment. Please be near an email source during your appointment as we will be reviewing your tax summary by email. If we happen to get everything done before the appointment date, we'll be sure to call you to see if we can finalize before the phone call. Otherwise, expect the wrap-up call at this scheduled time. Base price starts at $175. Schedules A, C, D and F are an additional $10 each. Schedules E are an additional $10 per property.
45 minutes
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*Phone Appt.* Personal Tax Return w/ a Tax Accountant
Personal Tax Returns done over the phone with one of our Tax Accountants. Please leave the best contact number so we can reach out to you during your appointment time. A week before your appointment, we'll send you a link to upload your tax data. During that time, we'll get your tax data in so that we're ready to wrap up during our phone appointment. Please be near an email source during your appointment as we will be reviewing your tax summary by email. If we happen to get everything done before the appointment date, we'll be sure to call you to see if we can finalize before the phone call. Otherwise, expect the wrap-up call at this scheduled time. Base price starts at $125. Schedules A, C, D and F are an additional $10 each. Schedules E are an additional $10 per property.
1 hour
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*Phone Appt.* Business Tax Return w/ an EA/CPA (Peng)
Business Tax Returns prepared by an EA/CPA (Peng fall under this category). Please leave the best contact information for us to reach out during your scheduled time. A week before your appointment, we'll send you a link to upload your tax data. During that time, we'll get your tax data in so that we're ready to wrap up during our virtual tax appointment. The virtual appointment is to wrap everything up. If we happen to get everything done before the appointment date, we'll be sure to call you to see if we finalize before the phone call. Otherwise, expect the wrap-up call at this scheduled time. Base price is $225. Schedule L is an additional $10. Form 8825 is an additional $10 per property.
45 minutes
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*Phone Appt.* Business Tax Return w/ a Tax Accountant
Business Tax Returns done virtually over the phone with one of our Tax Accountants. Please leave the best contact information for us to reach out during your scheduled appointment time. A week before your appointment, we'll send you a link to upload your tax data. During that time, we'll get your tax data in so that we're ready to wrap up during our virtual tax appointment. The virtual appointment is to wrap everything up. If we happen to get everything done before the appointment date, we'll be sure to call you to see if we can finalize before the phone call. Otherwise, expect the wrap-up call at this scheduled time. Base price is $200. Schedule L is an additional $10. Form 8825 is an additional $10 per property.
1 hour
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*Phone Appt.* Personal Tax Return w/ a Sr. Tax Accountant
Personal Individual Tax Filing prepared by one of our Sr. Accountants (with at least 500+ tax returns completed). Please leave the best contact number so we can reach out to you during your appointment time. A week before your appointment, we'll send you a link to upload your tax data. During that time, we'll get your tax data in so that we're ready to wrap up during our phone appointment. Please be near an email source during your appointment as we will be reviewing your tax summary by email. If we happen to get everything done before the appointment date, we'll be sure to call you to see if we can finalize before the phone call. Otherwise, expect the wrap-up call at this scheduled time. Base Price starts at $150 Schedules A, C, D, and F are an additional $10 each. Schedules E are an additional $10 per property.
45 minutes
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*Phone Appt.* Business Tax Return w/ a Sr. Tax Accountant
Business Income Tax Filing prepared by one of our Sr. Accountants (with at least 500+ tax returns prepared) - Please leave the best contact number so we can reach out to you during your appointment time. A week before your appointment, we'll send you a link to upload your tax data. During that time, we'll get your tax data in so that we're ready to wrap up during our phone appointment. Please be near an email source during your appointment as we will be reviewing your tax summary by email. If we happen to get everything done before the appointment date, we'll be sure to call you to see if we can finalize before the phone call. Otherwise, expect the wrap-up call at this scheduled time. Business Tax Returns: S-Corporations Partnerships C-Corporations. Base Price is $225. Schedule L is an additional $10. Form 8825 is an additional $10 per Property.
45 minutes
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*Phone Appt.* Business Set-Up
Business Set-Up done over the phone.
$200 · 45 minutes
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*Phone Appt.* Bookkeeping Consultation
This appointment is for anything related to bookkeeping. This will be a meeting with one of our Accounting Specialists on the Bookkeeping Team.
$100 · 45 minutes
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A
Adam Trounce, Tax Preparer
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C
Carol Demars, Tax Accountant
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C
Carrie Stone, Tax Preparer
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H
Heidi Macey, Tax Preparer
This will be a tax appointment with Heidi Macey and reviewed by Peng.
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H
Hunter Demars, Sr. Tax Accountant
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J
Jared Lynton, Tax Preparer
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J
Juliet Demars, Sr. Tax Accountant
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K
Kira Erznoznik, Tax Manager
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L
Leigh Clark, Sr. Tax Accountant
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Peng L., EA
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R
Rome Xayavong, Sr. Tax Accountant
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S
Scott Ditto
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Y
Yeniett Elswood, Tax Preparer
This appointment will be with Yeniett and will be reviewed with Peng Lim.