Tier 2 Tax Preparation is forMarried folks with:W2 income, Independent Contractors, Sole Proprietors, Single Member LLC's or any combination with gross income UP TO $100,000. If you have income greater than $100K OR any income other than what is listed above please schedule a Tier 3 appointment.
Tier 2 minimum fees:
Married 1040 tax return: $500 (minimum) - may increase dependent on the income level (Gross Receipts) and complexity of your return, i.e., more than 2 schedules activated
The $75 deposit listed above will be applied to your final tax preparation fee.
Tier 3 Tax Preparation is for Individuals or Married Folks with gross income $90k - $330k, OR anyone with any of the following: stocks, rental income, K-1s, or a home sale.
Tier 3 minimum fees:
Individual 1040 tax return: $325 (minimum) - may increase dependent on the income level (Gross Receipts) and complexity of your return, i.e., more than 2 schedules activated
Married 1040 tax return: $575 (minimum) - may increase dependent on the income level (Gross Receipts) and complexity of your return, i.e., more than 2 schedules activated
PLEASE NOTE: If you have income greater than $330K OR any income other than what is listed above please schedule a Tier 4 appointment.
The $75 deposit listed above will be applied to your final tax preparation fee.
Consultations
Time with one of the Treehouse Team members but NOT tax preparation
A General Consult with a tax nerd is your chance to ask your questions about federal or state income tax. Is this your first year as an independent contractor, sole proprietor, or partnership? Wondering what to expect come tax time? Have you been saving up your questions waiting for just the right, friendly and knowledgeable tax nerd to walk into your life? Consult with a tax nerd for an hour about any of your federal or state income tax questions.
Please note: We only offer General Consults in the off season.