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Refund Products

Providing Seamless Tax Filing and Refund Solutions

​Optimize your tax filing experience by choosing the convenience of filing over the phone with a tax professional. With this option, you gain the flexibility to utilize a Refund Transfer product through Refund Advantage. This additional feature allows you to seamlessly receive your refund via check or direct deposit, providing a straightforward solution to meet your preferences. It's an optional benefit that enhances the overall ease of your tax filing process, giving you the freedom to choose the refund delivery method that suits you best.

Clapping Audience

Pricing Model

The pricing model is tailored to accommodate the specific needs of each tax return, with fees determined based on the number of forms required. This flexible approach ensures that you only pay for the services you need. For a detailed understanding of the fees associated with your tax preparation, feel free to consult your tax preparer for an itemized fee breakdown.

 

Transparency is priority, and we encourage you to review all disclosures, fees, and authorizations in your signing package before making the decision to file your taxes with our office. Your complete understanding and satisfaction are our primary goals throughout the tax preparation process.

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Scenario 1: Head of Household, 2 Kids, EIC, CTC, W2

  • Head of Household Form: $100

  • Child Tax Credit (CTC) Form (2 kids): $50 each

  • Earned Income Credit (EIC) Form: $50

  • W-2 Form: $75

  • Total: $325

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Scenario 2: Married Filing Jointly, 1 Child, Mortgage Interest Deduction, Schedule A

  • Form 1040 (Married Filing Jointly): $200

  • Child Tax Credit (CTC) Form: $50

  • Mortgage Interest Deduction Form: $100

  • Schedule A (Itemized Deductions): $200

  • Total: $550

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Scenario 3: Single, No Dependents, Student Loan Interest Deduction, 1098-E Form

  • Form 1040 (Single): $100

  • Student Loan Interest Deduction Form (1098-E): $100

  • Total: $200

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Remember, these are sample prices per form, and the total cost will depend on the specific forms and complexity of each individual's tax situation. It's always advisable to consult directly with your tax preparer to get an accurate fee breakdown based on your unique circumstances. Prices per form can be different for each tax firm. 

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