Get started on your 2020 taxes.

Below you'll find two options for getting your taxes completed: Essential & Full, as well as our discounts and add-on services. To get your taxes started, please fill out the form or give us a call at 405-759-2796.

Tax Preparation Packages

	Full	Essential
Filing of personal tax extension
Completion of annual tax return
MFJ/MFS comparison
Electronic filing of tax return (if allowed)
Electronic signing of tax returns
Digital copy of returns (initial flash drive provided)
30 min. post tax consultation (appointment required)
Completion of Rental Real Estate/Royalties (Sch. E)
Completion of Small Business Return (Schedule C)
Update fixed asset register
4th Quarter Tax Projection & Consultation
Resolution of tax notices (re: 2020 return)
Completion of annual tax return for Dependent Child(ren)
Estimated tax payment reminders

Discounts

Applicable to Tax Preparation Fees Only - Excludes All Add-On Services - Maximum of 2 Discounts Allowed)

Service Discounts

Loyalty Discount, 5%

(begins with the 5th consecutive year)

Prepayment Discount, 10%

(pay when you drop-off/upload tax files)

Vocational Discount

(Only one of the following discounts can be used)

Clergy Discount, 25%

(available to all members of the clergy)

Military Discount 50%

(available to Veterans & Active Military, ID Req'd)

Add-On Services

Recap Income & Expenses for Schedule C. , $1,500

(includes data recapping for 12 months and business Income Stmt.)

Year-End Tax Projection, $750

(includes 2021 Tax Estimate & Year-End Tax Saving Suggestions)

Personal Debt Reduction Plan

Quote provided after initial discovery meeting.

(includes in depth review of personal expenses, comprehensive analysis of existing debt, debt reduction strategies, and recommended pay-off plan. Initial discovery meeting (occurs after 4/30/2021) and 2 progress meetings per year until debt is paid off also included - separate engagement required)

Ready to get started on your 2020 taxes?

We're excited to work with you.

Please note: The deadline for sending your tax return to the IRS is March 15^th for Partnership and S-Corp returns and April 15^th for C-Corp and Individual returns. Please note that if you have a tax liability due for your C-Corp or personal return the payment for that liability is also due on April 15^th.

Please fill out the form to get started, or call us at 405-759-2796.