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We understand that to some, entrusting a company with your personal information without a face to face meeting, can require a leap of faith. That's okay, our feelings are not hurt. Here is an outline of our process so you know what to expect. Be reassured, we complete over 1000 returns a year, and have never lost a file. (Put it down to everyone we hire being a little OCD.) Many of our clients even stay with us after they have settled down to permanent jobs.
Keep copies of your return WITH YOUR RECEIPTS AND DOCUMENTS, for 7 years. The IRS does not usually audit a return until 2 years after it was filed, and if they find reason, they can open it up to the 3 years prior.
Travelers, keep your contracts as well, to prove that you were away from home on assignment.
In case of an audit, anything and everything in our workbook will require receipts or logs.
These are our rates starting Jan, 2nd 2015. The new Healthcare reporting regulations are going to require much more work for on our part. - It is making us feel like we are in a horror film: Standing in a dark hall with strange sounds coming from the the room at the end. And we are stretching out our hand to open the door... (Yikes!)
If you have any other questions about other fees, please call us or use the Ask Us a Question link in the upper left.
|Average traveler: All inclusive 1040, Sch A, calculating the 2106, and supporting documents.||
|Non-traveler: Inclusive 1040, includes Sch A, and supporting documents||
|Spouse takes travel assignments also: (contracts, expenses, per diems, etc)||
|Schedule C or E (price depends on complexity)||
|State return (each, including USVI) (over 5 states, we take pity, call us to discuss)||
|State Zero Return (no income, filling for licensing purposes)||
|Local return / School District return (each)||
|Puerto Rico Return (depending on complexity)||
|Canadian Cross-border T1||
|Canadian Cross-border T1 with second spousal T1||
|Canadian Cross-border T1 with Quebec (spouse T1 add $50)||
|Shoe box charge - Rarely used. For the person that literally send us all of their receipts and we have to go through them, sort and total amounts. (Hint. Hint.)||
Sorry, we know that it looks intimidating, but it is really not that bad. Most of the pages/boxes will be left blank, because they don't apply. Some of the pages have instructions, we have even put a fax cover sheet to make it easier.
Pages 2-7 must be complete by everyone. Pages 8+, only need to be sent if you filled them out. Time has taught us that this extensive of a workbook is necessary to make sure we don't miss anything. The worst part is for a traveler to fill out their assignments. It is not easy to recreate what you did 12+ months ago! The only consolation is that for next year, you can download an organizer and fill it out through the year. These sheets are there to help pull your information together. You can write notes, comments, questions, even add separate question pages.
Remember, we defend any return we prepare. There is a reason we are so careful with accuracy. Not many tax offices will personally defend your return.
This is the question and answer time. We will clarify what information we need and it is your chance to ask questions. Our goal is to always save you time, money and hassle in the future by looking at your big picture, and not just this year's return.
We call it "tax preparation with a brain."
At this point, we only need those consents to be signed and returned. The rest of the forms are for you to keep for your records.
But - depending on the particular states you need to file in, or the rare other circumstance, you may not be eligible to efile and the returns must be paper mailed. (If you have a good printer, we can send it PDF) If we physically mail it to you it will come neatly clipped together with "sign here" stickers and envelopes.
Or 48 hrs in the post-season.
If you are getting a Federal refund directly deposited, we will let you know the expected date of the deposit.
We will email you an invoice in a day or two. The bill can be paid: on line, you can send a check, call us with credit card info, or use PayPal. We allow 30 days for payment, so if you need to wait until you get your refund, that's ok, we trust you!
Now do you trust us?.......
Estimated Payment Services - If you are self employed, or have income from multiple sources and expect to be required to make estimated tax payments, we can help with reminders, calculating payments, and emailing you the payment voucher. Costs: Current clients $35/quarter; Non-clients $50/quarter
Corporate Returns, Estates, Trusts, etc., call for fees: 402.379.7818
We collect non public personal information about you from various sources, including the following:
- Information we receive from our interviews with you regarding your tax situation;
- Information we receive from you on applications, organizers, or by other means, such as your
name address, telephone numbers, Social Security number, dependents, income and other
tax related data;
- Information from tax-related documents you provide us that are required to process your tax
return, such as Forms W-2, 1099R, 1099-INT, 1099-DIV, stock transactions, etc.
We do not disclose any non public personal information about our customers or former customers to anyone, except as requested by them, or as required by law.
We restrict access to non public personal information about you, to those employees who need to know such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non public personal information.