eTaxPro Fees
Local Office Tax Prep (Surprise AZ Area)
We will prepare and efile your Federal and one State tax returns on your behalf. Intake and follow up meetings will take place in-person for those living in the Phoenix metro area. This service also includes a highly secure file transfer and storage service. Learn more here.
Tax Prep Ancillary Fees
The following fees are in addition to the service fees noted above, if applicable:
► $25 for each Schedule C (Business P/L) and Schedule E (Rental Property,etc.)
► $5 for each mailed return filing, if requested in lieu of eFiled returns.
► FedEx/UPS/USPS express or overnight delivery cost reimbursement, if requested by client. For example, if we are charged $19 by FedEx for express shipment, you will be charged the same.
► SPECIAL PROJECTS :: in the event individual tax services are requested that are outside the scope of the above services, eTaxPro will quote you in advance at the rate of $149/hr. Some examples include, but are not limited to, review and/or filing of prior year returns, amended tax returns in years not prepared/filed by us, miscellaneous tax form completion/filing.
Estate Planning Consultation Fees
Our flat rate, standard Estate Planning Consultation fee of $249 includes the following:
► discussion and determination of what the most appropriate estate plan that best suits your needs
► notarization of any/all required pages of your estate planning documents completed
► discussion of ensuring all liquid/financial assets properly have beneficiaries designated
► upload and processing of completed healthcare directives to Arizona’s Healthcare Registry (AZHDR)
Additional fees - along with our standard Estate Planning Consultation fee noted above - if applicable:
► $60 processing fee for each Beneficiary Deed
► additional Trust & Will fees, if applicable: $199 for Individual Will; $299 for Joint Will; $499 for Individual Living Trust; $599 for Joint Living Trust.