? Frequently Asked Questions

TurboTax and H&R Block are great tools if you have the time, confidence, and knowledge to use them. But many people find taxes confusing and stressful. By the time you pay for all the add-ons, the cost is often similar to my fee. The difference is: I do the work for you, maximize deductions, and stand behind your return if the IRS has questions.

Most individual returns fall between $150–$400, depending on complexity:

• Simple W-2 returns start around $150.
• Returns with dependents/credits average $200–$300.
• Returns with self-employment or rentals are $300–$400.

I’ll always provide a quote up front so there are no surprises.

Yes, if you qualify for IRS Free File and your situation is very simple. But most people don’t qualify once they add dependents, side income, or other deductions. For a modest fee, I save you hours of frustration and give you peace of mind knowing a professional handled it correctly.

Common documents include:

• W-2s, 1099s (contract income, interest, dividends, etc.)
• 1098s (mortgage interest, tuition)
• Last year’s tax return
• Records of side hustle/business or rental income
  

I’ll give you a secure checklist before we start so you know exactly what to upload.
 

All documents are submitted through encrypted email. Your personal information is always protected with industry-standard security.

  I offer both. Filing is just the start. I’ll also give you practical advice to lower your tax bill next year.