Expert Tax Services

Hiring a credentialed tax professional (EA) will ensure your individual and small business tax preparation is done accurately and efficiently, saving you time and money. Walter Tax Services LLC has a strong network of experienced, credentialed tax professionals available as resource to help provide premier tax services. We are an IRS authorized Electronic Return Originator (ERO) utilizing IRS e-File.

Our comprehensive tax service pricing Includes:

• Introductory meeting to get to know you and your tax situation
• Pre-preparation meeting to ensure we have all necessary information to complete and accurate return
• Tax preparation and eFiling  of Federal and State return
• Post prep meeting to go over completed return prior to eFiling, including tax planning discussion for coming year
• Tax status meeting in fall to review a snapshot of tax return for current year
• Each return comes with audit protection, tax preparation guarantee, and ID theft restoration through ProtectionPlus.
• Pay by credit card, ACH direct debit, Venmo or check

1040 - Individual Tax Returns     

Tier 1 (Basic)   $400 

• W2, 1099, Social Security, Retirement Income, Unemployment
• Unearned Income (interest and dividends, Schedule B)
• Standard or Itemized Deductions (Schedule A)
• Deductions (Student Loan Interest, Health Accounts, IRA, Senior)
• Tips, Overtime, New car loan interest (Schedule 1A)
• Credits: EIC, Child Tax Credits, Dependent Care Credits, Education Credits, Premium Tax Credit
• One State Return

Tier 2 (Complex)  Basic price plus $100 per schedule

• Self-Employment Income (Schedule C)
• Capital Gains (Schedule D)
• Rental and Royalty Income  (Schedule E)
• Farming Income (Schedule F)
• Additional State Returns

Disorganized records or extensive research hourly rate:  $75/hour

As an EA, I have been admitted to practice before the IRS and can assist in responding to IRS Notices and Letters.  I have also partnered with Protection Plus to offer audit defense services.  If you receive a letter, just give us a call and we will help get it resolved.

If you're facing tax problems, we can help you resolve your issues and get back on track, so you can focus on running your business and your life.  Through Protection Plus, each return comes with up to $1,000,000 in audit defense.  

Have a project and could use additional resources on a short-term basis?  Hire us on a consulting basis to fill in the gaps when the need arises.