We are happy to provide you with an estimate of what we will charge to prepare your tax return. Since every person's tax situation is unique, giving an exact estimate can be difficult, however we will make every effort to give you a reasonable expectation of what you can expect to pay for our preparation services.
Email firstname.lastname@example.org with a listing of each income and expense item described in the tables below. We will respond with an estimate of what we will charge based upon the information you provide. You may copy and paste the tables below into the body of your email and then put an (x) in the appropriate "Yes" or "No" box for each income and expense type.
IMPORTANT: Do not send email attachments of any kind. Due to virus and identity theft concerns, we do not open attachments.
If you would like us to provide you with an estimate, we need to know about your household. Are you married, single, separated, etc. In addition, we need to know about the types of income and expense that you had.
The tables below reference many of the possible types of income and expenses that our clients commonly have.
|Income Type||Tax statement you received. Other information we need.||Yes||No|
|Wages||W-2s? How many?|
|Retirement||1099-R, or Social Security? How many statements?|
|Interest||1099 INT. How many statements? Is total interest more than $1,500?|
|Dividend||1099 DIV. How many statements? Is total dividends more than $1.500?|
|Self Employment||1099 MISC. Describe the type of business and amount of income it made. Where do you conduct your business? What kind of business do you have? Approximately how much income did your business bring in and how much did it spend on expenses? Do you have employees?|
|Stock Sales||1099 B. How many accounts and sales?|
|Home or real estate sale||1099 S. Was this the sale of a home or rental property? How long did you own and when (if ever) did you live in the property?|
|Rental Income||You might receive 1099 MISC, but probably didn't. How many properties?|
|Partnership/S Corporation/Trust/Estate||K-1 from Form 1065/1120S/1041|
|Foreign income - Income from other countries||Describe the type and amount of any income you had from outside of the United States. Examples include rental property, business, wage, retirement, interest, dividends, etc.|
|Foreign income exclusion||Die you work as an employee or receive income from self employment in a foreign country? If yes, were you either a permanent resident of a foreign country, or reside outside of the U.S. for 330 days in a 365 day period?|
|Foreign investments, bank accounts.||Do you have bank accounts, investment accounts, or retirement accounts in a foreign country? If yes, what is the value of these accounts and how many foreign accounts do you have?|
|Foreign taxes||Did you pay taxes to a foreign country?|
|Other types of income||Describe any other types of income you had for the year. Examples including alimony, gambling wins, unemployment or any other type of income not otherwise listed on this page.|
|Income from other states||Were you a resident of another state (outside of Oregon, or have income from another state? If yes, which states?|
|Health insurance assistance from the Marketplace||Did you purchase your health insurance on the Marketplace and receive cost-sharing assistance from the Marketplace? If yes, you should look for Form 1095-A.|
|TOTAL INCOME||How much did you make (approximately) for the year? The amount and type of income you have can trigger specific form requirements.|
Did you have any of the following expenses?
|Expense Type||Documents received or other information||Yes||No|
|Dependents||Did you provide support for others?|
|Childcare expenses||Childcare receipts|
|Property taxes||Records showing tax payments|
|Medical expenses||Approximately how much did you pay for medical expenses (out of pocket)|
|Health Savings Account||1099 HSA or 1098 HSA|
|Student Loan Interest||1098E|
|Rental property||1098, receipts and other expense records for your rental.|
|Self Employment||Did you incur expenses related to a business you own or are starting up? Describe amount and type of expense.|
|Business expenses||Did you incur expenses related to a business you own? If yes, describe type and amount.|
|Charity||Receipts for amounts donated. Is the total used value of items you donate more than $500?|
|Medical insurance coverage||Were all members of your household covered with health insurance for ALL months of the year? 1095-A, 1095-B, or 1095-C forms are issued to show coverage. If you are on the Oregon Health Plan or Medicare, you will not receive these forms unless you are working and your employer provided coverage. If did not have health insurance for any month during the year, please explain.|
|IRA deduction||Did you or will invest money into your Traditional IRA by the April 15 filing deadline?|