Tax Preparation Fee Estimator

1

Name

First Name

Last Name

2

Email

example@example.com

3

What sources of income do you have?Please check ALL that apply.

W2

Rental property

Self Employed- Partnership or LLC with 2 or more members

Self Employed- Single member LLC or sole proprietor

Self employed- C corp/S corp

1099R, 1099DIV, 1099 INT, 1099-SA

Other not listed

Unemployment

Capital gains/losses or had a sale of a home

1099-NEC ( independent contractor/vendor payments)

4

Anticipated filing status?You can choose the filing status from 2021 or the status you believe will apply to you in 2022. We will clarify which one you qualify for later on.

Single

Married Filing Joint

Married Filing Separate

Qualifying Widow(er)

Head of Household

5

If you are a business owner/self employed/independent contractor how many business do you own?

1

3

2

4+

6

Business owners ONLY: Do you have current bookkeeping/financial records for your business?

Yes, I have statements showing profit and loss and/or assets and liabilities.

No. I do not have any bookkeeping yet.

I only have bank statements, receipts etc but no formal compiled statements.

7

What kind of return(s) do you need filed?Please select ALL that apply. Federal 1040 is a PERSONAL return. Business returns include 1065s, 1120, 1120s etc.

Individual (personal) Form 1040 (federal) (including single member LLCs)

Individual (personal) state return (including single member LLCs)

Federal business return ((ONLY for partnerships including 2 member LLCs/scorps/corps)

State business (ONLY for partnerships including 2 member LLCs/scorps/corps)

8

Do any of these apply to you?

I have brokerage statements

I have dependents

I usually itemize instead of taking the standard deduction.

I own rental property and had income from tenants this year.

I have a dependent AND have child care (daycare) expenses

I have income from multiple states.