Request Your Tax Preparation Quote

This form helps me understand your tax situation - whether it's a simple W-2 return or involves multi-state income, rental properties, self-employment, investments, or other complexities. The more complete your answers, the more accurate your quote.

Don't stress about exact numbers - if you're not sure about something, give me your best guess. We'll sort out the details once we start working together.

What happens next: I’ll review your information and send you a flat-fee quote via email within 24 hours on business days. You’ll see exactly what’s included and what the total cost will be.

Note: Quotes are based on the information provided. If additional complexity is discovered during preparation (additional forms, undisclosed income sources, more complicated situations than described, etc.), I’ll let you know before proceeding with any additional work.

The fastest way to get an accurate quote is to let me review your prior year return. I can see exactly what you're dealing with and give you precise pricing.

This option works great if:

• You have a complex return (multiple rental properties, multi-state income, business schedules)
• Not much has changed from last year
• You'd rather share your return than answer 20+ questions
• You want the most accurate quote possible

After you submit this form, you'll receive a secure upload link where you can share your prior year return. You can redact SSNs and account numbers if you prefer - I just need to see the structure and complexity of your return.

What happens next: After you submit this form, you’ll receive a secure upload link where you can share your prior year return. I’ll review it and send you a flat-fee quote via email within 24 hours on business days.