Tax Prep
Our goal is to help you with the financial and tax aspects of life so that you can spend more time with your family, and enjoy your life.
Pricing will vary based on the complexity of your tax situation. General pricing for the tax year is as follows:
- Basic Tax Returns: $235
Includes basic Federal and State returns. Less complicated returns with only income from W-2 wages and no dependents, deductions or credits will receive a discounted rate. - Tax Returns with Itemized Deductions: $340
- Tax Returns with Itemized Deductions and Schedule C for self-employment income and expenses: Pricing can vary significantly by complexity. Most range from $450 to $550
- Please call to get an accurate quote for your specific tax situation. (Have a copy of your prior-year tax return handy.)
Our Process
- Drop off, mail your tax documents, or upload them to our secure file-sharing portal.
- Golden Rule Wealth Advisory will begin working on your tax return once all your information is received. We will be in touch with any questions or to request additional information by text, email, or phone.
- Once your return is completed, we will reach out to you to schedule a 15-to-20 minute review of your tax return. At this meeting we will also look ahead to the upcoming year for tax planning purposes. There is no additional charge for this meeting.
- If you are not interested in a follow up review or tax planning meeting, you can simply stop by our office to pick up your completed return.
- One-on-one meetings to work on your tax return together are available for an additional fee of $100. To save yourself the additional expense, please consider dropping off your tax documents or uploading them to the secure file-sharing platform.