Personal

Personal Return Preparation

 
  • Price
    • The standard annual tax return package (see benefits description) is priced at $325.00.  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.