When would I be charged an hourly fee for tax preparation?

Situations subject to $199/hr fee:

  • >1 real property rented
  • >2 state income tax returns needed
  • Ownership of digital assets (such as cryptocurrencies) not reported by a qualified custodian tax reporting form supplied to us
  • bookkeeping or payroll (next year will be offered at more market competitive rate)

When you sign your tax agreement form, we let you know if you might be subject to an hourly fee when filing your return.