Individual Tax Returns Quotation

INDIVIDUAL TAX RETURNS QUOTATION

Quotation can be calculated before submitting the form.

Therefore, personal information is only required when submitting.

Name *

First NameLast Name

Email *

example@example.com

Phone Number*

Please enter a valid phone number.Format: (000) 000-0000.

Taxpayer Status*

SingleMarried Filing Joint, Head of Household, OtherMarried Filing Separate

Are you Self-Employed?*

NoYes, and Income and Expenses are Organized with Totals (You know what you need to submit, and don't have more than 1-2 basic questions)Yes, and Income and Expenses are Organized with Totals (You still have questions on what you are allowed to deduct or need CPA guidance in general)

Do you receive a K-1 statement(s)?*

NoYes

Do you own Rental Real Estate?*

NoYes, and Income and Expenses are Organized with Totals (You know what you need to submit, and don't have more than 1-2 basic questions)Yes, and Income and Expenses are Organized with Totals (You still have questions on what you are allowed to deduct or need CPA guidance in general)

Is there more than one State return to be filed?*

One (1) onlyTwo (2) totalThree (3+) or more

Do any of the following apply to you?*

Do not have investment income.Only have interest income (1099-INT).Have only one (1) investment income statement that includes 1099-DIV and/or Form 4979/Sched D.Have two (2) or more investment income statements that includes 1099-DIV and/or Form 4979/Sched D.Need: SEP maximum % calculated along with the return prepNeed: Generic estimated tax estimate payments for following tax year (no charge)Need: Customized estimated tax estimate payments for following tax yearIs this request being submitted within 15 days of your regular filing deadline or deadline provided by an extension?None of these options apply.

Tax Preparation & Filing Fee - Guaranteed Estimate**

Plus Gross Receipts Tax for NM Residents

**Please note that this tax estimate is guaranteed for individual tax returns for the tax year 2025 only, for the inputs provided above.

**Please note that this is not a binding estimate or guarantee of services, as you are free to choose not to retain our services, and we are bound to ensure all standards are met with a signed engagement letter.

**Any questions?

meghan@freeformfinances.com or (505) 417-5312

THANK YOU!