New Clients

What do we need from you?

1. Fill out the basic information forms below - provide all personal and business information (if applicable).

2. Upload your prior year tax return, and current year tax documents.

   1. A short checklist of recommended items is provided. This is not a comprehensive list, and you may not have all the forms listed, it is simply a guideline of common forms.​

3. Sign your engagement letter to agree to the terms of service.​

4. Pay a deposit for tax preparation (Fees outlined below.)

5. We will review your information and be in contact with next steps for preparation!

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The cost of filing is determined by the complexity of your tax return, and our fees include all services required to file your return. This includes any emails, meetings, or phone calls you might need to ensure your goals are met, preparation of the return, and e-filing of the return. 

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Once you complete the sign-up steps below, you will receive an invoice with specific details and the cost of filing (and your deposit will be applied to that invoice). Invoices are subject to change prior to filing, any changes will be communicated to you at the time that they arise.

• $350.00 Base Fee & Required Deposit prior to services

  • Covers the basic Federal and State Tax Return Preparation, filing, and ​

  • $89.95 - Client Care Package and Audit Insurance (details provided in your engagement letter)

  • $150.00 per additional Schedule or Form (when applicable)
  • $150.00 Per additional state return​ (when applicable)
• ​Business (Corporate/LLC/NonProfit/Sole Prop) return pricing is available upon request.​

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2021 Individual Tax Returns are due on April 18th, 2022 - an extension can be filed on your behalf at no additional cost to you. We also offer support with business tax returns, simply provide the details of your business below. The cost of filing business returns is available upon request.  

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Clients may choose to opt out of the Client Care Package - please email tax@strategicfinancialreporting.com for details.

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Any questions should be directed to tax@strategicfinancialreporting.com.

To get started with sign up - fill out the questionnaire below!

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