Individual tax returns
One return a year, prepared from your records and checked with you before it is filed.
Your return at a glance
Due
15 Apr
With an extension
15 Oct
Records to us by
1 Mar
Fee, wages and savings
$240
Dates (sample). Example prices.
What to send
- Last year's return and any letters from the tax office
- Wage statements (W-2) and 1099 forms
- Interest and dividend statements
- Receipts for deductions you want to claim
- Estimated payments you made, with dates
Talk it through first
A first meeting takes 30 minutes, at the office or by video, and costs nothing. Bring your last return and any letters.