Personal Tax Estimator

With this tool you will be able to estimate the total cost for having our firm prepare your personal tax return

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Step 1

Select the state group you live in

CA, MA or AZ

AL, FL, TX, NV, SD, WA, WY

All others

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Step 2

Did you live in any other states for the tax year?


Yes


No

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Step 3

Are you married?


Yes


No

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Step 5

Did you work in any additional states?


Yes


No

How many states did you work in?

How many states did you work in?

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Step 6

Did you receive retirement income last year?


Yes


No

How many sources did you receive retirement income from?

How many sources did you receive retirement income from?

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Step 7

Did you have interest or dividends over $1,500


Yes


No

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Step 8

Do you own or rent your home?


Own


Rent

You may need a Sch A!

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Step 9

Did anyone on the tax return go to college and will receive a 1098-T?


Yes


No

How many?

You MAY qualify for Education Credit or a Tuition Deduction!

How many?

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Step 10

Did you sell stocks last year?

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Step 11

Do you receive K-1’s from Partnerships, Trusts or S Corporations?


Yes


No

How many?

How many?

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Step 12

Do you own rental property?


Yes


No

How many?

How many?

You may need a Sch E!

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Step 13

Do you own your own business that you claim on your PERSONAL return?


Yes


No

How many?

How many?

You may need a Sch C!

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Step 14

Do you have dependents?


Yes

You MAY qualify for Earned Income Credit


No

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Step 3.1

Will you file with your spouse?


Yes


No

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Step 3.2

Did your spouse work a W2 job?


Yes


No

How many W-2’s did your spouse receive?

How many additional states did your spouse receive W-2’s in?

How many W-2’s did your spouse receive?

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Step 4

Did you work a W2 job?


Yes


No

How many W-2’s did you receive?

How many W-2’s did you receive?

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Step 2.1

Select the group with the other state you lived in

- +
1

CA, MA or AZ

CA, MA or AZ

- +
1

AL, FL, TX, NV, SD, WA, WY

AL, FL, TX, NV, SD, WA, WY

- +
1

All others

All others


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Dependents

How many under the age of 12?

How many under the age of 16?


You MAY qualify for Earned Income Credit

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What was your income?

My income was in the rang of

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Disclaimer

This tool is for estimating purposes only.

It is designed to accommodate most but not all situations. You may have circumstances that
require forms that are not covered in this estimator and may increase the cost of the tax return.

If the information you provide to prepare this estimate does not match the information you bring
to prepare the tax return, the cost of the tax return may go UP OR DOWN based on the actual
information provided.

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Final cost

The final estimated price is :

Summary

Description Information Quantity Price
Discount :
Total :

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