Income Tax Preparation
Individual Return
Federal, PA, and PA Local returns with wages and other simple income and expenses,
starting at $300*.
*Price will be determined prior to any commitments and will be based on the complexity of your return.
Schedule C
Federal, PA, and PA Local returns that include income and expenses from a business you own,
starting at $500*.
*Price will be determined prior to any commitments and will be based on the complexity of your return.
Prior Year Return
Past due Federal, PA, and PA Local returns with wages and other simple income and expenses,
starting at $350*.
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*Price will be determined prior to any commitments and will be based on the complexity of your return.
Other Returns
We do not prepare the following:
Corporate (1120)
S-Corp (1120-S)
Partnership (1065)
LLC (1065 or 1120)
Bankruptcy (1041)
Tax Preparation Process
An overview of what to expect when working with
Kunkle Consulting for your tax preparation needs.
Initial Info
In order to understand your tax needs and the complexity of the income tax returns, you will be asked to provide some basic information either via the phone or via a form which can be sent to your email address.
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This initial information request includes items regarding filing status, prior returns, number of forms expected, availability and organization of information, and other relevant items that may impact the tax preparation effort required.
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This information is used to determine a fixed price for the completion of your returns.
Engagement Letter
Engagement letters are used to define the scope of the work, highlight the expectations, and to ensure agreement of both parties in several key areas, including price.
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A signed engagement letter and the corresponding payment are required before any work can be completed.
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Don't be scared away by the legal nature of this agreement; its purpose is to protect both the tax payer and the tax preparer.
Tax Organizer
A tax organizer is used to help you think through and organize the information that you need to provide for accurate and complete tax preparation. Think of it as a big checklist.
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The use of this tool is what helps to keep prices to a minimum. If you have questions as you complete the organizer, please call. We are happy to help provide guidance as needed.
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If you prefer to walk through the entire organizer together, that service will be provided at a rate of $75/hr.
Tax Prep & Filing
Your tax returns will be prepared in accordance with the information laid out in the engagement letter and based on the source documents and other information provided by you.
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Once completed, you will be required to review and approve your tax returns before they will be e-filed. When e-file is not available, you are responsible for mailing your return to the appropriate tax agency in order to file your return.
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Any tax payments due should be paid at the time the return is filed. All income tax refunds due to you will be paid directly to you by the issuing tax authority.