Income Tax Return Preparation

Detailed, Experienced, accurate.

Steps to have your taxes prepared

1. Fill out a tax organizer

2. Submit your tax documents (W-2’s, 1099’s, etc…) to the firm electronically:

• Upload tax forms through the Client Xchange portal

  • Use prior year username (new users, email us to create an account)

  • Most file types accepted, including photos of documents

  • Place files in 2024 folder

  • Contact us when all files have been uploaded and it’s OK to start preparing

    (or)

• Send by email to brad@schaefferfinancialandtax.com

  • Password protected files are recommended

3. Completed tax documents returned to you as a pdf

4. Sign taxes electronically

Paper form drop off available for current financial advisory clients.

Taxes are prepared in the order received and we expect to reach on-time filing capacity by mid-March. An extension can be filed for you at no charge if your documents are obtained at a later date.

fees

• Individual tax return (1040) starting at $295

• Small business/rental with Schedule C/E starting at $500

  All fees include preparation of one federal, state, and local tax return with up to (3) W-2’s, (4) singular account forms such as 1099-INT/DIV or 1098/-T/-E, (1) consolidated brokerage 1099

  + $50 min for additional tax forms

  + $50 for each additional state and local tax return

  Additional fees apply for tax planning services

new clients

Please start by contacting us.