Individual Tax Preparation Fee

Our Fee Schedule is based on the Forms and Schedules required to prepare your returns. Below, is an excerpt from our Control Card (a work order that is attached to each file). The Control Card also has a place for each member of our firm that works on your file to initial off and date that your file passed through that station. We have a Ten Step Process that each file goes through from start to finish. EXAMPLE: If you have W-2, Pension or IRA and/or Social Security Income, Reportable Capital Gain or Loss Income from Mutual Funds or the Sale of Stocks and Bonds, Interest or Dividend Income, Deductions related to Mortgage Interest, Charitable Contributions (cash and noncash) and other Personal Deductions...Our Fee Would Be $350. This includes filing the Federal and State of Alabama both Electronically and Direct Deposit of any Refunds, normally in Ten (10) Days.   

IMPORTANT NOTE: The are many factors that can affect the fees we charge. Primarily those factors are Time and Complexity. Although you may only spend 30 minutes to 2 hours providing the information to us on your visit, that is part of the value we provide. Another value added service is that 99.9% of the time we will give you an estimate of the results before you leave our office.