When you hire UR1CPA, you will be treated with care during every step of the process.
When you first reach out to us, we will discuss what services would be best for you. If tax return preparation is one of them, we will send you an Engagement Letter (basically just a formal letter explaining your responsibilities and my responsibilities in the tax return prep process). Then, we will need you to send us a copy of your previous year’s tax return.
When mid-January rolls around, an e-mail with a tax organizer gets sent to all clients. This will guide you when collecting all your tax return information. You will scan all your income tax documents and send them to us virtually via the link in the email.
Once the prep is complete, I will send you the invoice, along with a copy of your tax return to review. When you give us the “ok” and have paid your invoice, we will electronically file your Federal and State forms.
HOW MUCH DOES IT COST?
What qualifies as a simple tax return?
Situations covered (assuming no added tax complexity):
Limited interest and dividend income reported on a 1099-INT or 1099-DIV
IRS standard deduction
Earned Income Tax Credit (EIC)
Child tax credits
Student loan interest deduction
Situations not covered:
Unemployment income reported on a 1099-G
Business or 1099-NEC income
Rental property income
Credits, deductions and income reported on other forms or schedules (for example, income related to crypto investments)
*Payment must be made before filing return or giving return. Pay via invoice or refund.
*We are not responsible for IRS or state decisions if they decide to take refunds if you owe obligation to an organization or person.
HOW DO I GET STARTED?
We are so excited you have found us, and we can't wait to start working with you! To get started, all you need to do is click the "Let's Get Started" button.