Frequently Asked Questions (FAQ)

Please see the following answers to our most common questions.

How much do you charge?

This is the number one question we get. Unfortunately we cannot provide an accurate quote without seeing all of the work required to complete your return. Every person's tax situation is different and there is no one-size-fits-all solution. As a baseline, our MINIMUM personal return fee starts at $225 and go up from there depending on the work involved. We do not charge by the hour, but rather based on the forms and work required to complete your return. Our fees are all-inclusive. There are no extra charges for e-Filing or for your state return; however, there is an additional charge for more than one state tax return preparation.

But my return is "easy" or "simple".

If all you have is a W2 then we might not be the right solution for your needs. We would be glad to take you on as a client, but again our minimum fees start at $225.

Why should I have your company prepare our returns?

Our motto is that we make tax time easier. Having a professional prepare your returns not only reduces your stress over having to spend hours (or days) completing your returns, but you can also be assured that our staff has the necessary knowledge and experience to maximize your tax refunds or reduce your tax liabilities within the limits of the law.

Will you review my TurboTax, TaxAct, etc. results?

We do not provide this service. In order to "verify" your results, we would have to take the time to complete your return from scratch in order to make sure every entry was correctly entered. We simply don't have the time to do that during the tax season.

What are your hours?

We are by appointment only and cannot accommodate walk-ins. Our typical business hours during the tax season are 10:00AM - 5:00 PM. Please feel free to call us at 510-509-2175 or email us at