Service Estimate Step 1 of 5 20% Name(Required) First Last Email(Required) Enter Email Confirm Email Address(Required) Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code What type of entity are you requesting a quote for? (Required) Individual Sole Proprietorship Single Member LLC Partnership S-Corporation C-Corporation *Note Multi-member LLCs are taxed as either a partnership or an S-CorporationThis field is hidden when viewing the formBase Fee (must continue for final quote) Personal Tax InformationAre you and/or your spouse 65 or older? Yes No Do you expect to itemize this year? Yes No Did you receive any interest or dividends this year? Yes No How many states to file in?12345678910111213141516171819What is your filing status? Single Head of Household Married Filing Joint Married Filing Separate What is your expected income?<$200,000>$200,000What is your expected income?< $250,000> $250,000What is your expected income?< $125,000> $125,000Did you have any side gigs (e.g. Uber/fiver/etc) Yes No Number of Side Gigs?1234567891011121314151617181920This field is hidden when viewing the formIndividual Fee 1 Income SourcesDid you trade any stocks, bonds, or cryptocurrencies not including retirement accounts? Yes No How many trades did you complete?<2021-100>100 (Daytrader)Did you own any rental properties? Yes No How many rental properties12345678910111213141516Did you receive any K-1's? Yes No How many K-1's?12345678910111213141516Did you operate a farm? Yes No Did you have any household employees? (Nannie, Maid, Butler, Au Pair, or babysitter in your home that made over $2,800) Yes No Did you have a child or minor dependent? Yes No Do you have associated childcare expenses? Yes No This field is hidden when viewing the formIndividual Fee 2 Miscellaneous Tax InformationDid you receive tax credits for health insurance off of a government run exchange? Yes No Did you pay tuition expenses at an accredited university? Yes No Did you or your employer contribute to or make any withdrawal from a Health Savings Account (HSA)? Yes No Did you make an early distribution (younger than 59 ½) out of an IRA, 401K, 403B or other tax favored retirement account? Yes No Do you believe you qualify for the earned income tax credit? (or qualified for it last year) Yes No Did you pay tax to a foreign government that you would like to take an offsetting credit for? Yes No Do you use your home for business? (does NOT include working from home as an employee of a business) Yes No This field is hidden when viewing the formIndividual Fee 3 Final PageDo you have any other facts or circumstances that you believe may impact your return? Yes No Individual Fee Estimate*NOTE* The amount shown is a minimum based on the information received. Your amount may be higher based on the number of forms required and other tax credits that may be identified during preparation. Business taxes can be complex due to structure or industry. To get a more exact quote please reach out directly to our office.Please describe the circumstances so we can contact youHow many owners does the business have?12345678910111213141516Do you have over $250k in sales for the current year? Yes No Do you have fixed assets that you depreciate? Yes No Do you have any “special allocations” of income for partners? Yes No This field is hidden when viewing the formSpecial Allocation CostBusiness Fee Estimate*NOTE* The amount shown is a minimum based on the information received. Your amount may be higher based on the number of forms required and other tax credits that may be identified during preparation. Business taxes can be complex due to structure or industry. To get a more exact quote please reach out directly to our office.Please submit your contact information and we will reach out to you directly so we can serve you best.
