How much does tax preparation cost?

Tax preparation is provided on a flat-fee basis. Pricing is confirmed after an initial intake to determine scope and complexity, and always before any work begins.

Do you handle IRS letters or balances due?

Yes. If you have received IRS notices, have a balance due, or are unsure where to start, your situation is reviewed during intake to determine the appropriate next steps.

Is this service fully remote?

Yes. All services are provided securely and remotely. There is no office visit required.

What happens after I submit the intake form?

After reviewing your intake, scope and fit are confirmed, pricing is provided, and next steps are outlined before any work begins.

Are documents required to start?

No documents are required to submit the initial intake. Secure document upload is provided after engagement.

Who prepares my return?

All work is handled directly by an Enrolled Agent experienced in federal and multi-state tax matters.

When might this not be a good fit?

Situations outside the scope of services are identified during intake before any engagement or payment occurs.

Now scheduling tax intake calls for remote workers, multi-state filers, stock compensation & clergy returns.

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1065 Schedule M-2 Line 6a Problems in 2025? Check Section 752(b)

If Schedule M-2 line 6a looks too high on your 2025 partnership return, a deemed distribution from a liability decrease may be the reason. Here’s a simple explanation of Section 752(b).

Jeffrey Morris, EA

2/8/20261 min read