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 through one of the following methods:

Electronically (preferred) - client provides the firm all tax documents in electronic format, completed tax documents returned to client as a pdf, tax forms signed electronically

  • Submit 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 2025 folder

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

      (or)

  • Submit by email to brad@schaefferfinancialandtax.com

    • Password protected files are recommended

Paper - client provides the firm paper tax documents, completed tax documents printed and returned to client in a folder, tax forms signed by pen

  • Schedule drop off of physical documents at our office

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

  • Basic 1040 starting at $300

    • Including 2 W-2’s

  • Moderate 1040 starting at $350

    • Including up to 3 W-2’s, 4 singular account forms such as 1099-INT/DIV or 1098/-T/-E, 1 consolidated brokerage 1099

  • Complex 1040 starting at $400

    • Including itemized deductions and/or more forms than moderate

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

    * $50 discount for current financial advisory clients with assets under management*

    All fees include preparation of one federal, state, and local tax return

    + $75 for each additional state and local tax return

    Additional fees apply for tax planning services

new clients

To ensure we can continue providing high-quality, tailored services, we are currently limiting new tax engagements to clients establishing a broader financial advisory relationship. As such, we are no longer accepting standalone tax clients. If you are interested in comprehensive financial planning, please contact us to discuss.