Personal

Price

• The standard annual tax return package (see benefits description) is priced at $525.00.  The minimum fee for any return (such as a 1040A) is $115.00.  Dependent Returns are $85.00 Non-Georgia Returns  are $145.00 minimum.

• Situations which tend to increase the price of the package are:  Self employment, capital gains or losses, rental properties, farmer, employee business expenses, non-Georgia return, home-office, extra volume of W2s-1099s-etc, or research which exceeds one-half hour. 

Benefits

• Federal Tax Forms Prepared.

  • 1040 - incorporating information from W2s, 1099s, K1s, etc.  

  • A  -  itemized deductions

  • B  -  interest  and dividend income

  • - moving deduction

  • 2441 -  child care credit

• State Forms Prepared

  • Georgia form 500 and schedules

  • Inquire if it appears other State or City Returns are required

• Estimate Federal Tax For Next Year

  • Complete form 1040ES for 4 quarters of next year (April, June, September, and January); or possibly make suggestions regarding withholding amounts made from your paycheck.

• Estimate State Tax For Next Year   

  • Complete form 500ES for 4 quarters of next year (April, June, September, and January); or possibly make suggestions regarding withholding amounts made from your paycheck.

• Extension requests are prepared and electronically filed if April 15 is not necessarily the most convenient day for you to gather your information and have your return completed.

• Annually a tax organizer is made available to assist you in gathering the information necessary to prepare your income tax returns.