Fees

SPECIAL OFFER for NEW CLIENTS … IN TOUGH ECONOMIC TIMES
If you had your 2009 Individual Tax Return “professionally” prepared, bring the receipt
with your  return, and your fee will be 10% LESS than you paid for the preparation of your
2009 Individual Tax Return
(for basically the same forms/schedules, of course.  ;-D )

The benefit/value of having a “personal” professional tax consultant/preparer is that they get to know you and your evolving tax situation.  As tax laws change, most “personal” tax consultants will contact clients that a new tax law might directly affect,  explain the impact, and offer any possible options the client has to reduce that impact.  As they say on TV … the value of that kind of “personal” service is PRICELESS, especially in today’s continually changing economic and tax environment.

It is always difficult for a tax professional to answer the question:  “How much is my tax return going to cost?“, even if they charge by the hour.   Tax returns are “Individual” and vary in complexity from one taxpayer to another.  The complexity is not actually known until the preparer and client(s) discuss the taxpayers’ individual circumstances.

Most preparer fees are based on a per form charge.  This means that if you have a simple return, you are charged less than someone with a more complicated return. A “simple return” example would be:  a Renter, who is Single, is taking the Standard Deduction, has 2 W-2s,   no dependents,  might be eligible for an education credit, and needs a Fed and CA return, electronically filed.

My fees start at $100, for a simple return, and increase as the complexity of the return increases.  My fees include a review of your previous year tax return, preparation / e-filing of both Fed and CA returns.  My office is in my home, which allows me to keep my fees as reasonable as it can be in this business.

I hope you will give me a call … if you have a tax question now … and/or EARLY next year to make an appointment.  ;-D (Reminder: If you receive an audit letter, call me.  As an E.A. I can assist you even if I did not prepare the return being audited.)

20% NEW CLIENT DISCOUNT & 20% SENIOR DISCOUNT
Discounts EXPIRE on  March 31, 2011
(Note:  Discounts cannot be combined with any other offer)

CALL NOW for an APPOINTMENT -  858-569-8689
Visa & MasterCard Accepted