PRIOR-YEAR TAX RETURN PREPARATION
Tell Us About Your Prior-Year Tax Return.
Complete this intake so we can understand the tax year that needs to be filed, your filing situation, income sources, deductions, credits and other information that may affect your return.
Do not enter Social Security numbers, bank-account information or upload tax documents through this assessment.
Your $475 Payment Is the Starting Preparation Fee
The $475 starting price applies to one standard prior-year Form 1040.
Additional complexity or work may require additional pricing. Additional tax years require separate preparation services and fees.
Any additional scope and fee will be identified before that additional work proceeds.
Keep Your Tax Information Secure
Do not submit tax returns, Social Security numbers, bank information or other sensitive taxpayer documents through this assessment or ordinary email.
You'll provide those documents through the designated secure client process.
