By the time we’ve finished your tax return and met with you, we'll have provided clear instructions on how your taxes will be paid. Many clients have us set up automatic payment upon filing; others would prefer to pay by mailing a check or paying online, and we provide vouchers for these options. There are instructions on those vouchers, or you reference the resource: How to Pay Your Income Taxes.
Our fees start at $475 for a basic personal tax return. Fees will increase depending on the complexity of your return: small business, rentals, stock trades, or more complex situations will add costs. Reach out for an introductory call and we can further guide you.
To ensure we receive all necessary tax documents, Prospect Tax uses an online tax organizer available through our Client Center. The organizer guides you through exactly what's needed and allows you to securely upload all required documents. Click here to access the organizer: Log in to Online Tax Organizer
For quick reference, we also have a checklist for commonly required tax forms: What Tax Document Do I Need?
Every January, if you are a returning client, you will be emailed information on how to log in to your online organizer for the current tax season. Be sure to save and reference that email. Otherwise, you can log in here: https://app.prospecttax.com/
If you are a new client, we’ll walk you through the process. Reach out to us to begin.
Yes. A 10-minute phone appointment may be scheduled prior to submitting documents by contacting our office.
No, appointments are optional. Once documents are fully submitted, your tax preparer will reach out when the return is complete.
Once we have all required documents, most tax returns are completed within 7 business days. Turnaround time may vary depending on the complexity of the return or if additional information is needed, but we will communicate promptly throughout the process. Submitting complete information early in the season helps ensure timely completion.
All individual tax returns can be signed electronically using SafeSend Returns. In-person signing is also available, though e-signing is encouraged.
E-signed Returns: You will receive a PDF copy once signing is completed.
Paper Signed Returns: You will receive a copy at the time of signing.
If any additional physical copies are needed after signing, there is a fee of $15 per printed return or $20 per printed return if it is mailed. You can request this with a phone call or email to our office, and our team will send the invoice over and get the hard copy ready. PDF copies are always free and can be sent via email.