• 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

  • Are you married?*
  • Do you have more than two W-2 tax forms?*
  • Did you live or earn income in more than one state?*
  • Do you expect to itemize deductions?*

  • 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.

                          ---------------------------------------------------------------

    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. 

  • Do you have any children you will claim as dependents?*
  • Are any of your children under the age of 17?*
  • Do you pay for childcare (daycare, after-school care, or summer camp) so you (and a spouse, if applicable) can work?*
  • Did you, your spouse, or any of your children pay for college expenses (including tuition, books, and required equipment) and/or student loan interest?*
  • Did anyone in your household have health insurance through the HealthCare.gov (also known as "The Marketplace" or "Obamacare") exchange?*
  • Do you have any bank accounts that pay interest to you?*
  • Do you have any investment accounts, retirement accounts, or HSA accounts?*
  • Do you have any individual or joint brokerage accounts? This includes stocks or bonds held outside of a retirement plan.*
  • Did you take money out of any retirement accounts? This includes IRA or Roth distributions, retirement plan payouts, or Roth conversions.*
  • Did you contribute any money to a Traditional IRA or Roth IRA?
  • Do you have any Health Savings Accounts (HSA)?*
  • Do you receive a Schedule K-1 from any investments, trusts, or businesses?*

  • 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. 

  • Choose the type of Schedule K-1 you receive. Select all that apply.*
  • Do you have a self-employed business (reported on Schedule C)?*

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

  • What is your approximate revenue from your business?*

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

  • How many business assets do you have that last more than one year?*

  • Examples include vehicles, computers, or business equipment.

  • Do you have any rental properties?*
  • How many rental properties do you have?*
  • Do you have any of the following tax items? Check any that apply.

  • 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! 

  • Would you like us to email your quote to 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. 

  • Do you want us to call you about your quote?*

  • 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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