A fair amount of our work is done when people drop their documents off or email them to us. If it is easier for you to simply put all your tax documents in an envelope and mail them to us, bring the envelope to us, or email us images of the documents, please do that. We want the process to be as easy and convenient for you as possible. This method does tax us longer to complete your return so the price is a little higher than making an appointment and getting it all completed in one meeting.
By charging fair and affordable prices that are less than H&R Block in Centerville and Jackson Hewitt in Centerville, you are able to keep your money for more important things. Many tax preparation companies are simply out to make money off of you. Their advertised prices don't include state returns, e-filing, refund fees, and fees for many forms; they only mention these additional fees when you're all done and about to file.
We will work and research to find you all the tax benefits you qualify for. And, if you owe, we will work to get that as low as possible. We know more and can discover more than an at-home, DIY program can. The same applies for our ability to work with the IRS on your behalf.
Similarly, the goal of our bookkeeping and business set-up services is to benefit you. We will always recommend what is in your best interest - not ours.
The documents that each person needs for their tax return is very unique. For your convenience, we have prepared a Client Organizer that you may go through to remind yourself of different things you might need to gather. Please bring in the organizer and checklist, along with any documents it asks for.
Prices include audit protection and identity theft restoration. These are general pricing guidelines and are subject to change. Additional fees apply for additional schedules and credits. If you do not have all documents with you at the time of your appointment, there will be an additional $50 charge for each additional appointment required to finalize tax return.
Includes one W-2 and one state return; each additional W-2 or 1099 is $3, each additional state is $60 minimum
*does not include audit protection or ID theft restoration, but it can be added for an additional fee
Includes itemized deductions, child tax credits, and earned income credits where applicable
Each additional Schedule C is $125.00
Generally for filing Head of Household or MFJ with children. Includes Child Tax Credits.
Includes Itemized Deductions
Each additional rental property is $100 per property
Covers one student; each additional student is $60
Each K-1 from business or investment income
Includes transactions from one financial institution; additional institutions are $25.00 each
Starting Prices. Additional forms and schedules may have additional fees. $50 Sch D capital gains/losses. Rental Properties From 8825 $100/schedule. Extensions $10. Each Additional state filing is $100.Etc.
Plus $10 / K-1 issued with the return.
Plus $10 per K-1 issued with the return
1 rental property included - Each additional Rental Property is $125 per rental that is listed separately
Affordable Tax & Accounting is fully committed to protecting your privacy while you use our site or our services. We are particularly sensitive to the fact that your personal and business information is of utmost importance to you.
State-of-the-Art Security System
We employ strong security systems to protect your business' data from any unauthorized use. We store all confidential information on databases that sit behind state-of-the-art firewall systems. We take technical, contractual and administrative steps to protect against the loss, misuse, and alteration of information within our control. We ensure that our employees and partners are aware of our security policies and practices at time of hire and through periodic company-wide email reminders. All employees are required to sign strict confidentiality agreements upon hire. Only selected employees have access to our databases, and may do so only upon entering a password protected computer access program. We also assure that our web security is reviewed at regular frequency, to assure the proper operation and protection of our entire database.
How We Collect Information
When we contract with you to provide professional accounting and tax services, we collect certain personal information, including contact information, social security numbers, and financial information. The information you provide is used only for registration purposes and to set up your account with Affordable Tax & Accounting.
We will not knowingly give, sell, rent, or loan any identifiable personal or corporate information to any third party, unless we have obtained prior consent from you or we are legally required to do so.
IP Tracking (Log Files) and "Cookies".
We may also conduct voluntary surveys from time to time, for the purpose of improving our services and to deliver to you a more personalized service. At no time shall individual identities be released, without your prior consent.
Communications With You
Your Account Information is Always Protected
Affordable Tax & Accounting considers your private information very seriously. As a result, we will never share personal or business information with any third party, unless we first obtain your permission or we are legally bound to do so. We will never inform our partners of information that may be personal in nature, unless we specifically obtain your prior consent.
Third Party Links
You may see various links throughout the site that lead you to another website, outside of Affordable Tax & Accounting. These sites may include our affiliates, partners, sponsors, etc. Because these links are third party links Affordable Tax & Accounting is not responsible for the privacy practices or any privacy issues that may arise on the linked sites. Please refer to the respective third party's privacy policies.
Notification of Changes
By using our Web site, you consent to the collection and use of the information as outlined above by Affordable Tax & Accounting.
Please do not hesitate to contact us if you have any questions regarding this Privacy Statement or any other aspect of Affordable Tax & Accounting.