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Feel the B2BU Tax Service Difference
New clients, download the Tax Organizer Document by clicking the Download Here button below. This is used by new clients to gather their documents for submission, for processing.
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Upload your documentation directly to our site by clicking the Upload Documents button below. By doing this clients will no longer have the stress of remembering to provide documents at the time of processing.
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PREPARING FOR YOUR APPOINTMENT
Documentation:
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W-2, earnings statement or pay stub for W-2 download
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Driver's license(s) or State ID
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Social Security card(s)
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Last year's federal and state tax returns
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Dependent information such as Social
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Security numbers and birth dates
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Tax documents related to Medical and
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Educational expenses
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Tax Prep Checklist
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*Other documents you might need :
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Family
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Income sources
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Work expenses ( not previously reimbursed)
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State & Local taxes
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Savings & Investments
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Real Estate
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- Scheduled Phone Consultation $50.00 Per Hour1 hr50 US dollars
- Minor 18 or under or College Student $65.00+ and up1 hr$65.00+ and up
- Single Adult Filer $235.001 hr235 US dollars
- Head-of-Household Starting at $295+ and up depending on forms1 hrPrices Vary
- Married Filers Filing Jointly $345+ and up depending on forms1 hrPrices Vary
- Married Filers Filing Separate $315+ and up depending on forms1 hrPrices Vary
- Filers with a Business (Schedules) $315+ and up depending on forms1 hrPrices Vary
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