2025 Fee Schedule for Casler Financial, LLC

My fee schedule for tax year 2025 has been updated and is posted below for transparency and convenience. I charge by the form for individual returns, 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 have my assistant 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 prior year 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 with itemized deductions or credit for kids and childcare usually cost between $600 - $800.

There are a couple new surcharges 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. We have also implemented a new client set up fee of $250 to help cover the cost of data input and carryovers and encourage clients to stay with us year after year rather than bouncing around between preparers and preparing it themselves. Each time you leave or a year and come back, your data no longer carries over and we need to re-input it as if you were a new client.

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:

https://www.caslerfinancial.com/post/in-person-appointments

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:

https://www.caslerfinancial.com/scheduling