Name
1040 Tax Return Preparation Quote for tax year of 2009
Thank you for considering us for your tax preparation and planning needs.
Our fees are all inclusive with no hidden charges*.
We understand that you may consider other filing options but remember the following unbeatable offers when you compare us to others and ask if their fee includes:
FREE Year Round Advice from a CPA
(We send tax planning newsletters and are just a phone call away)
FREE Electronic Filing
(You will get your refunds faster)
For more information, visit our main website at
www.EquityConsultingLLC.com.
To book an appointment call 605-274-2484 or email us at taxes@gerloffcpa.com.
Do You Itemize?
Yes
No
Do you have Child Care Expenses
Yes
No
Do you have College Education Tax Credits or Deduction
Yes
No
Did you receive Interest & Dividends greater than $500?
Yes
No
Did you buy or sell a house?
Yes
No
Did you sell Stocks/MutualFunds or Property?
Yes
No
Do you have a K-1 from Partnership, S-Corp or Trust?
Yes
No
If yes-how many k-1's?
Do you own Rental Property?
Yes
No
If yes-how many properties?
Are you a Self-Employed-Farmer?
Yes
No
Are you a Self-Employed/Business Sole Proprietor?
Yes
No
If yes-how many schedule C's needed?
Office in Home?
Yes
No
Auto Expenses?
Yes
No
Did you sell Rental Property?
Yes
No
If yes-how many properties?
Do you have Noncash Charitable Contributions greater than $500
Yes
No
Do you have Unreimbursed Employee Business Expenses (Form 2106)
Yes
No
Auto Expenses?
Yes
No
Office in Home?
Yes
No
Do you have Energy and other credits
Yes
No
Do we need to summarize the transactions, payroll
and add receipts:
Yes
No
If yes-enter estimated time involved (# of hours)
Do you need a state return done?
(More than 1 will be additional).
Yes
No
Total Estimated Fee before sales tax
Special Considerations/Comments *
*This quote assumes: 1) Records are in good order and adequately summarized, and 2) that you have a reasonable number of transactions per form (ie Schedule D, B, A, etc.).
If we subsequently find that some adjustments need to be made to our initial quote, we will attempt to notify you of this before we commence any work.
Please click on the Print box below
and bring to your appointment.
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