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 through one of the following methods:

Electronically (preferred) - client provides the firm all tax documents in electronic format, completed tax documents returned to client as a pdf, tax forms signed electronically

• Submit 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 2023 folder

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

    (or)

• Submit by email to brad@schaefferfinancialandtax.com

  • Password protected files are recommended

Paper (only accepting paper on a limited basis) - client provides the firm paper tax documents, completed tax documents printed and returned to client in a folder, tax forms signed by pen

• Mail physical documents to our office

  (or)

• Schedule drop off of physical documents at our office

fees

• Individual tax return (1040) starting at $295

• Small business with Schedule C starting at $500

• Rental income with Schedule E starting at $500

  All fees include preparation of one federal, state, and local tax return with up to (3) W-2’s, (3) 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

Currently accepting new clients. Please start by contacting us.