Get Your Custom Tax Preparation Estimate in Minutes
  • Get Your Custom Tax Preparation Estimate in Minutes

  • This quote form takes about 5-7 minutes to complete. 

    If you have any questions, please call us at (402) 996-1040. 

    You can also book a call where our tax professional will take you through this quote process by clicking this link: SCHEDULE HERE

  • Choose yes if your combined mortgage interest, property taxes, charitable contributions, and medical bills are expected to be greater than the standard deduction amounts below.

    2025 Baseline* Standard Deduction Amounts

    Single: $15,750

    Married Filing Jointly: $31,500

    Married Filing Separately: $15,750

    Head of Household: $23,625

    *These amounts are higher for individuals 65 or older.

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    Itemizing can often lower your tax bill significantly. If you aren't sure, select "Not Sure" and we can help you figure it out during your filing. 

  • K-1's are typically sent to you if you are a partner in a business, a beneficiary of a trust, or hold specific types of investments (like Master Limited Partnerships or Private Equity). If you aren't sure, select "Not Sure" and we can help you figure it out during your filing. 

  • This includes gig work, 1099-NEC income, or any side-hustle where you aren't an employee.

  • Please choose the amount that includes your TOTAL GROSS SALES before any expenses or taxes are taken out.

  • Examples include vehicles, computers, or business equipment.

  • Common items include solar or energy credits, foreign bank accounts, or significant life changes like marriage or divorce.

  • If you are seeing this option, you somehow managed to type in the exact keyword "superduperfee" that I used as a trigger to bring up this question (which I use to manage the cost of what I want to present clients when providing a discount). While I hope this never happens, if you are seeing this, please type "$0" to move on with the survey. 

     

    Thank You! 

  • If you choose Yes: You'll see your quote on screen after submitting and will receive an email with your quote. 

    If you choose No: You'll see your quote on screen after submitting. 

  • If you choose Yes: You'll see your quote on screen after submitting and we will call you as soon as possible to review your quote with you. 

    If you choose No: You'll see your quote on screen after submitting and you will have the opportunity to book an introductory call after you see your quote.

  • This questionnaire provides a preliminary estimate of tax preparation fees. Final pricing may change after our consultation and review of your prior-year return. Displayed pricing is not a formal offer or agreement.

     

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