Q: What should I bring to my first appointment?
A: If individual tax meeting: Bring a copy of your prior year tax return and current year information (W-2, 1099, a list of deductions). We will make a list of additional items needed after the first meeting. See the Income Tax Organizer under Tax Tips.
If business tax meeting: Bring a copy of your prior year tax return and all current year financial statements or equivalent. We will make a list of additional items needed after the first meeting.
Q: If I am a returning client, do I need an appointment to drop off my tax information?
A: No, you can drop off your information and we will call you with questions, etc.
Q: Will I be charged for phone calls or email?
A: No, we want you to stay informed and ask questions before you act.
Q: What is the average cost of an individual tax return?
A: Your cost depends on the complexity and time required to prepare your return. Our average price for last year was about $400.
Q: What is the average cost of a business tax return?
A: Your cost depends on the complexity and time required to prepare your return.
Our average price for last year was $800 - $1,500. Accounting work and consulting is billed separately.
Q: I received a tax notice in the mail from the IRS or State. What should I do?
A: Fax or email a copy of the tax notice to us and we will analyze it and prepare a response.
|2915 S. Sherwood Forest Blvd., Suite B | Baton Rouge, LA 70816 | Phone: (225)292-7434
The Village Executive Office Suites | 2895 Hwy 190, Suite 230 | Mandeville, LA 70471 | (985)674-9092