For tax preparation and tax planning, all preparation and review work is performed on a flat-fee basis. 

If your tax return is complicated, we will discuss the fee first.  When you require tax planning strategies for situations such as starting your own business or handling a large capital gain, billing is based on an hourly rate--but you will receive a time estimate in advance.

Most importantly, if a recommendation would result in Delfau Tax & Financial Services receiving payment from a product vendor (such as a life insurance company), you will be informed at the time of the recommendation. 

No surprise fees make for better client relationships!   

(Prices are valid through April 15, 2013.)

Basic Tax Return: $325

> Review of prior year tax return
> Federal 1040
> One State Tax Return
> W-2s
> Standard Deduction 
> Federal & State E-Filing

Basic Plus Tax Return: $385

> Review of prior year tax return 
> Federal 1040 
> One State Tax Return
> W-2s
> Itemized Deductions (Schedule A)
> Interest & Dividend Reporting (Schedule B)
> Federal & State E-Filing

Advanced Tax Return: $385 & up, upon review & consultation

> Review of prior year tax return
> Federal 1040 
> Multi-State Returns
> W-2s
> Itemized Deductions (Schedule A)
> Interest & Dividend Reporting (Schedule B)
> Self-Employed Filers (Schedule C)
> Stock Sales & Reporting (Schedule D) 
> Stock Options & Reporting (Schedule D)
> Rental Properties (Schedule E) 
> Royalties (Schedule E)
> K-1s
> Federal & State E-Filing

Child's Tax Return: $80

> Federal 1040
> One State Return
> W-2s
> Standard Deduction 
> Federal & State E-File Fees

General Tax Planning : $160/hour

Remember: If your tax preparer is not giving you advice on how to save on taxes in the future (legally!), it's time to find a new preparer.

No one likes to think about taxes more often than they have to.

However, tackling tax questions throughout the year (instead of waiting for tax season) can result in more tax savings and less stress!

» If you would like your tax time to be a little less stressful, fill in the form below for a free tax organizer to help you get your papers in order.

» If you have a tax issue that needs to be addressed use the form below for a free, no obligation consultation.  This includes reducing your overall taxes, selling your home, starting a small business, 401(k)/IRA distributions, gains/losses on stock sales, etc. 

» If you have a Flexible Health Spending Account at your office and you have no idea how much to contribute, enter your information below to receive a free FSA worksheet.

» If you are awaiting an IRS refund and want to know where it is, click HERE to find out.  Be sure to have your tax return on hand because you will need some information from it.

And don't worry.  By filling out this form, your personal information will not be sold to or shared with third parties.  I don't appreciate when others do it to me--so I won't do it to you.