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Tax Services for Individuals

 

Tax Services

Gonzalez Accounting works to ensure that both the client and the firm are a great match for each other. Individual taxservices are performed remotely and may be performed in person.

Just need a little information about us? We can answer your questions, provide general pricing information, and see if we are the right fit for you before booking a consultation and the next steps.        Inquiry Call Back

Book your Tax Preparation Consultation Here:

In-Person Consultations

Phone Consultations

Zoom Consultations

 

Book your In-Person  Individual Tax Return Preparation Here

How our Office Operates

Gonzalez Accounting is a remote accounting firm operating from 9am to 6pm Mountain Standard Time (Arizona Time) Monday through Thursday. Our office is located at 122 N Cortez St Suite 301 Prescott, AZ 86301. For security reasons our office is open by appointment only.

Appointments are available on our website Gonzalez-accounting.com, this is also the fastest way to book with us, as it is instant. Contact us via email helpdesk@gonzalez-accounting.com, this email is checked daily with responses received within 1 business day or call our office at 928.227.3353, our help desk is available to answer calls Wednesdays and Thursdays, if we are not available to take your call, voice mail will be returned the within 1 business day.

Direct email, phone questions, and voice mail to your Tax Preparer and Accountant take additional time for a response, typically between 2-3 business days, as we work on a time block system in which allows us to focus on specific projects. For faster service, our tax preparers and accountants may transfer your email or phone request with direction to the help desk who will respond on their behalf.

Accepted payments: We accept cash, checks, money orders, cashier’s checks, debit cards, credit cards, and ACH transfers. When paying with cash please call and make an appointment for payment with the cashier.

Internal Requirements: We require a photo ID for all tax returns and owners of the business, proof of SSN for all tax returns and owners of the business, business articles of organization, and EIN verification letter.

 

How to Get Started- What are the Next Steps?

  1. Schedule an appointment: schedule directly on our website Gonzalez-accounting.com, send us an email to schedule helpdesk@gonzalez-accounting.com, call us to schedule 928.227.3353. If we determine we do not have the expertise or cannot meet your specific needs, we will tell you before starting any work.

Tax planning consultations require an upfront consultation fee of $150 to be paid the day prior to the appointment. If we engage in the future, we will credit the fee towards future services. Appointments are available in person, via phone conversations, and via Zoom. During our appointment we will discuss your needs and how we can meet those needs. If we determine we do not have the expertise or cannot meet your specific needs, we will refund the consultation fee.

Business tax preparation is available via remote only with a turnaround time of 10-14 days to completion. To ensure that tax returns are filed by their due date, Partnerships and S-Corps must submit all of their information by February 28, 2023, C-Corps must submit all of their information by March 31, 2023. If tax information is submitted after the submission deadline, we do our best to complete the return by the tax deadline, however this cannot be guaranteed, and an extension may have to be filed for a fee of $80.

Individual tax preparation requiring not more than 2 schedules may be completed in an in-person session and in most cases be completed during your appointment. Individual tax preparation can also be completed remotely with a turnaround time of 2-3 business days to completion. To ensure that tax returns are filed by their due date, Individual taxpayers must submit all of their information by March 10, 2023, for remote preparation. Our last day for in person tax preparation is March 11, 2023. If tax information is submitted after the submission deadline, we do our best to complete the return by the tax deadline, however this cannot be guaranteed, and an extension may have to be filed for a fee of $60.

  1. We email you a list of all items we will need to analyze. This will help us to develop a proposal and contract.
  2. We draft a detailed proposal accompanied with a letter of engagement and contract. In these documents we detail our scope of work and fee schedule.
  3. Tax preparation begins when the proposal and contract are signed. Payment for in-person appointments is due at the time of service. Remote tax preparation requires a $150 deposit with the balance due when return is completed.

 

Things we don’t do

Clear boundaries are always a good thing to establish.

  1. We don’t accept text messages.
  2. We are not part of your office staff.
  3. We do not start work until the terms and payment arrangements are satisfied.
  4. We do not provide audit support as a service with our Tax Preparation services.
  5. We do not accept any foul language or aggressive behavior.
  6. We do not have a walk-in office. Our physical office is open by appointment only.
  7. We do not continue work for clients with an unpaid balance over 60 days. We suspend work and do not start again until the balance is paid in addition to the re-administration of services fee of $250.
  8. We don’t work with Apple Computers (If you can figure it out, that is great)

 

Tax Services

Fee schedules are developed on a case-by-case basis and are included in the client’s proposal and contract. Our price list is available for informational purposes.

For seniors over 65, we make house calls and visit assisted living communities. Please call or schedule a call back to learn more.

 

Tax Planning Consultation Fee

If we determine that we do not have the competency or are not the right firm for your business, we will refund the consultation fee. If we engage in the future, we will credit the fee towards future services.

$150

 

Tax Planning

Individual Tax Planning $200 each tax plan

 

Individual Tax Returns

Tax Returns with up to 2 schedules

$250

Additional State $50 per additional state

 

Tax Returns with 3 or more schedules

$350

Additional State $50 per additional state

 

Individual Tax Extension

$60 Federal and 1 State

 

Business Tax Returns

 

S-Corp Tax Returns

Up to $500,000 Annual Gross Revenue, then additional $500 per 500,000 increments

$750

Additional State $50 per additional state

 

C-Corp Tax Returns

Up to $500,000 Annual Gross Revenue, then additional $500 per 500,000 increments

$800

Additional State $50 per additional state

 

 

Partnership Tax Returns

Up to $500,000 Annual Gross Revenue, then additional $500 per 500,000 increments

$750

Additional State $50 per additional state

 

 

Non-profit Tax Returns

Up to $500,000 Annual Gross Revenue, then additional $500 per 500,000 increments

$1100

Additional State $50 per additional state

 

Business Tax Extension

$80 Federal and 1 State

 

Sales Tax Returns

$150

Additional State $50

 

Annual Federal 1099 Filing & Preparation

$275 up to 5 contractors, plus $10 each additional contractor

 

Annual Federal W2 Filing & Preparation

$275 up to 5 employees, plus $10 each additional employee

 

Additional Tax Services

 

Request for Transcript Form

Preparation $50

 

Request for Refund Form

Preparation $50

 

Responses to IRS Notices: Letter Preparation

Requires a retainer fee billed and paid on a biweekly schedule.

$150 per hour

 

Fees

 

3% Processing Fee

Applies to all transactions paid via credit card, debit card, or ACH transfer

 

Returned Payment Fee

$30 each returned item

 

Late Fee

Applies to balances that are 30 days outstanding

$10.00

 

Re- Administration of Services Fee

Applies to clients with unpaid balances of 60 days, when services are suspended

$250

 

Just need a little information about us? We can answer your questions, provide general pricing information, and see if we are the right fit for you before booking a consultation and the next steps.        Inquiry Call Back

Book your Consultation Here:

In-Person Consultations

Phone Consultations

Zoom Consultations

 

Book your In-Person  Individual Tax Return Preparation Here