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FAQ
Questions and answers
The questions clients ask me most. Don't see yours? Ask me directly.
Pricing
How much does a tax return cost?
An individual return is $200 and a self-employed return with one Schedule C is $449. Both include federal and one state return. Add-ons are listed on the pricing page.
Why do you publish your prices?
So you can work out what you'll pay before you reach out. If your return needs an add-on, I tell you the total before I start.
Are there discounts?
New clients get $25 off their first return. You also get $25 off for each person you refer who files with me.
Is your fee based on my refund?
No. My fees are set by the forms your return needs, never by the size of your refund.
Getting started
How do I get started?
Fill out the contact form or call 949-423-8885. I'll reply within one business day with a checklist and a secure upload link.
How do I send my documents?
Through a secure upload link I send you. Please don't email Social Security numbers or tax forms.
Do I need to meet in person?
No. I work with clients remotely by phone, video and secure upload.
Do you e-file?
Yes. I'm an Authorized IRS e-file Provider, and e-filing is included in every return.
Who I work with
Can you work with me if I'm in another state?
Yes. I prepare federal and state returns for clients across the U.S. I'm registered with CTEC to prepare returns in California. Oregon, Maryland, New York and Connecticut require their own preparer registration, so I'll confirm I can file yours before we start.
Do you prepare business returns?
I prepare self-employed returns with Schedule C, including single-member LLCs. I'm not taking partnership, S corporation or C corporation returns this season.
Are you a CPA?
No. I'm an IRS-registered tax return preparer with a PTIN, an Authorized IRS e-file Provider and a CTEC Registered Tax Preparer in California. If your situation calls for a CPA or enrolled agent, I'll tell you.
Bookkeeping
How much does bookkeeping cleanup cost?
Typically $150 for each month of catch-up work. A free consultation is required to confirm your fixed price.
How much is monthly bookkeeping?
$250 a month for up to 2 bank or card accounts and about 100 transactions a month.
Do I need QuickBooks?
You need a QuickBooks Online file that you own. If you don't have one, I can set it up at a discount and you stay the primary admin.
Do you run payroll?
No. I record and reconcile payroll from your provider, such as Gusto, QuickBooks Payroll or ADP.
Deadlines
When is the 2026 tax deadline?
Individual returns for tax year 2026 are due April 15, 2027.
What if I need more time?
An extension gives you until October 15, 2027 to file, but any tax you owe is still due April 15, 2027.
Still have a question?
Call 949-423-8885 or send a message.