Income Tax Return Preparation

Detailed, Experienced, accurate.

Steps to have your taxes prepared

1. Fill out a tax organizer

2. Submit your tax documents (W-2’s, 1099’s, etc…) to the firm electronically:

• Upload tax forms through the Client Xchange portal

  • Use prior year username (new users, email us to create an account)

  • Most file types accepted, including photos of documents

  • Place files in 2024 folder

  • Contact us when all files have been uploaded and it’s OK to start preparing

    (or)

• Send by email to brad@schaefferfinancialandtax.com

  • Password protected files are recommended

3. Completed tax documents returned to you as a pdf

4. Sign taxes electronically

Paper form drop off available for current financial advisory clients.

Taxes are prepared in the order received and we expect to reach on-time filing capacity by mid-March. An extension can be filed for you at no charge if your documents are obtained at a later date.

fees

• Individual tax return (1040) starting at $295

• Small business/rental with Schedule C/E starting at $500

  All fees include preparation of one federal, state, and local tax return with up to (3) W-2’s, (4) singular account forms such as 1099-INT/DIV or 1098/-T/-E, (1) consolidated brokerage 1099

  + $50 min for additional tax forms

  + $50 for each additional state and local tax return

  Additional fees apply for tax planning services

new clients

No longer taking on new tax clients. Prospective financial advisory clients, please start by contacting us.