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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Resident State
Select the state group you live in

CA, MA or AZ

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

All others
Other States
Did you live in any other states for the tax year?
Yes
No
Married Y/N
Are you married?
Yes
No
Additional State Worked
Did you work in any additional states?
Yes
No
How many states did you work in?
How many states did you work in?
Retirement
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?
Interes/Dividends
Did you have interest or dividends?
Yes
No
How many forms did you receive?
Own or Rent
Do you own or rent your home?
Own
Rent
You may need a Sch A!
College
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?
Stocks
Did you sell stocks last year?
Yes
No
How many trades?
K-1?
Do you receive K-1’s from Partnerships, Trusts or S Corporations?
Yes
No
How many?
How many?
Rental Property
Do you own rental property?
Yes
No
How many?
How many?
You may need a Sch E!
Sch C
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!
Dependents
Do you have dependents?
Yes
You MAY qualify for Earned
Income Credit
No
Step 3.1
Will you file with your spouse?
Yes
No
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?
Taxpayer W-2
Did you work a W2 job?
Yes
No
How many W-2’s did you receive?
How many W-2’s did you receive?
Step 2.1
Select the group with the other state you lived in
Dependents Yes
How many under the age of 12?
How many under the age of 16?
You MAY qualify for Earned
Income Credit
What was your income?
My income was in the rang of
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.
Final cost
The final estimated price is :
Summary
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Discount : | |||
Total : |