2024 Fee Schedule for Casler Financial, LLC
- shaybachelder
- Jan 1
- 2 min read
My fee schedule for tax year 2024 has been updated and is posted below for transparency and convenience. I charge by the form, so if you would like to estimate how much a return would cost to be professionally prepared by our firm, look at the forms that are included in your last years tax return, and use the sheet below to add up what they would cost. I'm happy to help with this also! If you would like a more accurate quote, I can set you up with access to my secure portal, so you can also try out my document upload system. Once you have uploaded a copy of the 2023 tax return, I will take a look and get back to you with a quote.
I service a lot of clients with small businesses (Schedule C) and investment properties and the average return for clients in those situations is usually between $800 - $1000. A basic return with W2 wages from one or two jobs will cost around $300, and returns with itemized deductions or credit for kids and childcare usually cost between $500 - $600.
There are a couple new surcharges this year that I have had to implement to keep up with rising costs. There will be a $100 surcharge assessed if you drop off or mail your documents and we scan them for you. There will also be a $100 surcharge if you require a paper return copy in addition to the digital copy, or if you need to request an additional copy of the return during the year. Please ensure that you save your digital copy in a safe and secure location for future reference.
To avoid these additional surcharges, you may want to consider my new Premier In-Person Tax Preparation Package for individuals that you can read more about here:
Thank you for your trust in my business and expertise. One of the most valuable things about using a professional to prepare your tax return is that you have an expert essentially on retainer anytime tax questions or concerns come up. I am also available to meet throughout the year to strategically plan for certain life events, estimate quarterly tax payments, or just answer questions regarding business formation or investment strategies. These online advisory sessions can be scheduled here:
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