Individual Tax Preparation Estimate

Please complete this form to receive a tax preparation fee estimate.

Is this an Individual or Joint return?

What type of income do you have?

If you checked Partnership or $-Corps, how many K-1's do you expect to receive?

If you are self employed, please describe your business and whether you will need help compiling your business records.

Do you typically itemize deductions (Property taxes, mortgage interest etc)?

Do you claim home office deductions?

Will you be claiming tuition or education credits for yourself or any of your dependents?

Will you claim a child under the age of 17?

Will you claim a dependent other than a child?

Do you expect to qualify for the Earned Income Tax Credit?

Do you have a filing requirement in a state other than Texas?

Please provide any other information you feel we would need to know in order to provide you with a realistic quote.

Please provide your name.

Please provide an email address where we can send your quote.

Optional: Please provide a phone number where you can be reached should we have follow-up questions.