Bring what applies to you, all at once: a photo ID and Social Security or ITIN documents for everyone on the return; income statements from every employer and any contract or freelance work; investment and retirement account forms; mortgage interest and property tax statements; tuition statements; your childcare provider's name, address and tax ID; a summary of charitable giving; and a copy of last year's return if this is your first visit here.
Pricing is published by complexity, not quoted over the phone. A straightforward wage-earner return runs $95 to $150. A return with investment sales, rental property, or self-employment income runs $225 to $450, depending on how many schedules it needs. Amended returns and prior-year filings are priced the same way, added to the base return fee.
We are equipped for straightforward individual returns and small self-employed filers. A complex multi-entity business is outside what we do here - we will tell you that up front and point you to a CPA rather than take the work anyway.
