Refund Products

Enhance your tax filing journey by selecting the convenience of filing over the phone with a tax expert. By opting for this choice, you have the flexibility to employ a Refund Transfer service through Refund Advantage. This extra feature enables you to effortlessly obtain your refund via either a check or direct deposit, offering a simple solution tailored to your preferences. It's an optional perk that improves the overall simplicity of your tax filing experience, granting you the flexibility to pick the refund delivery method that aligns with your needs.

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Pricing Structure
Our pricing model is designed to cater to the distinct requirements of each tax return, determined by the number of forms essential for accurate filing. This adaptable approach guarantees that you pay solely for the services relevant to your tax situation. For a comprehensive breakdown of fees associated with your tax preparation, we encourage you to consult your tax preparer for a detailed itemized fee breakdown.

Transparency is fundamental, and we urge you to carefully review all disclosures, fees, and authorizations in your signing package before committing to filing your taxes with our office. Your thorough understanding and contentment are our utmost priorities throughout the tax preparation journey.

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Sample Scenarios:

Scenario 1: Head of Household, 2 Kids, EIC, CTC, W2

Head of Household Form: $100
Child Tax Credit (CTC) Form (2 kids): $50 each
Earned Income Credit (EIC) Form: $50
W-2 Form: $75
Total: $325

Scenario 2: Married Filing Jointly, 1 Child, Mortgage Interest Deduction, Schedule A

Form 1040 (Married Filing Jointly): $200
Child Tax Credit (CTC) Form: $50
Mortgage Interest Deduction Form: $100
Schedule A (Itemized Deductions): $200
Total: $550

Scenario 3: Single, No Dependents, Student Loan Interest Deduction, 1098-E Form

Form 1040 (Single): $100
Student Loan Interest Deduction Form (1098-E): $100
Total: $200

These are sample prices per form, and the total cost will vary based on the specific forms and complexity of each individual's tax situation. It's advisable to consult directly with your tax preparer for an accurate fee breakdown tailored to your unique circumstances. Prices per form may differ across tax firms.