Our fees reflect 30 years of experience and ongoing professional education required of CPAs. We competitively offer a simple fee range of $300 to $500 for most personal tax returns. Think of it as basic, medium and complex. Having said that, we try to maintain historical fees for returning clients.
Your tax preparation fee is dependent on a number of factors: complexity of required forms, time needed to accurately prepare a complete tax return; and organization of submitted documents. We are comfortable with our fee structure having done this for a while, and we know what it takes to accurately and comprehensively prepare your tax returns.
Some taxable events that might increase preparation time include-<
Using our simple Tax Checklist to summarize your receipts, transactions, notes, etc. will reduce tax preparation time and subsequent preparation fee. You truly are the most intimate with your financial and tax worlds - we only peer into your life for a limited amount of time in an attempt to know everything.
Our fees always include a joint tax return with a state tax return, and of course eFiling (unless unavailable due to a number of government-imposed restrictions). We can also perform a married filing separate analysis (not typically in Community Property states, such as Wisconsin) to determine the tax benefit if any, and also determine how each taxpayer contributed to the tax consequence (for example: divorcing couples).
We also have a short list of additional fees that might be incurred depending on your tax situation.
Our service doesn’t end when you sign your tax returns and pay our fee. We are available year-round to answer any questions about your tax filing or help you with Tax Planning. Should you receive correspondence from a taxing authority, we will help you make sense of all the tax jargon. Rest assured, if you are assessed any interest or penalties as a result of an error on our part, while we do not assume any liability for your taxes, we will pay any interest or penalties and help bring the matter to resolution at no additional cost to you.
We are your Milwaukee Area tax and tax preparation experts. We look forward to working with you! And even if you don’t live in the Milwaukee Area, we can still provide excellent service through modern technology and our client portal.