Rate Lock until 2025
Every year we are bound to rate contracts with our software suppliers and must adhere to their changes. From our negotiations we were able to secure lock-in pricing discounts and can share those to your family and business.
Personal Tax Information
Determine if you need to adjust your Withholdings before we speak.
Social Security is 12.4 while Medicare is 2.9. Check yours today.
When my office completes your Tax Return several fees will attach to your invoice including:
Tax Preparation Fee $75 and up
Service Bureau Fee $69
Transmission Fee $49
All Tax Preparation fees should be paid in advance using a Debit or Credit Card, or an ACH method. If those options are not available you can elect to pay your invoice using a buy now, pay later third party bank (Refund Advantage, Santa Barbara, Republic, or Refundo) for an additional fee.
The third party banking information will be added to your Tax return paperwork with an added fee of $39.95 (Federal) and $14.00 (State) for use of their pass through services.
If your Tax Preparation fee is dishonored by your bank or you have failed to pay for any other reason your file will go into Collections. We do offer Payment
Plans up to 90 days prior to submitting your file to the collection agencies.
You can pay down your account at anytime by logging into the Client ePort system HERE.
For all Past Due or Slow Pay accounts, we contract with Summit Collects (Collection Agency). If your account is left unpaid by May 1st, collection activities will automatically start. Summit Collects may offer a settlement amount to clear up the balance quickly however that is offered on a per-case request only.
Our Professional Service is not free in 2023. Any Preparation Service Fees incurred should be paid once an invoice has been generated. Preparation fees are not cancelled if your refund is offset by any entity. After 30 days of your file completion, if any balance has not been paid or arranged, your account will go into collections, automatically.
Before we complete your tax file we can sign you up for direct debit using Electronic Funds Withdrawal. You can also sign up for Direct pay to have your balance paid before April 18th, the end of Peak Tax Season. The IRS takes all major Credit and Debit cards.
If you decide to pay on your own terms, we will include Vouchers in your Tax Records. You will then send a check or money order with the voucher to the address listed for the funds to connect to your Tax Identification Number.
You can also pay your tax bill using the government's Electronic Federal Tax Payment System (EFTPS). You'll use your Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN), and/or personal identification number (PIN) to make a payment through this system. With EFTPS, you can schedule payments up to 365 days in advance, and you'll receive an immediate confirmation upon payment.