Basic Fee Schedule
|
Basic Form 1040 with Standard deduction |
$230 |
|
Basic Form 1040 with Schedule A |
$350
|
|
Basic Form 1040 with Schedule C |
$375 |
|
Any State Income Tax Return (when federal return is prepared by us) |
$100 |
|
Local Income Tax & School District Returns |
$50 |
Fees are based upon the proper input of your tax information into our Web organizer. Your fee may be higher than the basic fee charge if your return requires additional forms or schedules or involve issues requiring special research. You will be quoted an exact fee prior to an engagement, but this fee could change if unanticipated work is necessary because of missing information. Normal follow-up with the IRS regarding your refund is included in the basic fee. An additional fee might be necessary for us to represent you before the IRS, should your return be audited or adjusted. If an adjustment is made to your return resulting in higher tax liability because of an error by GW Carter Ltd., we will pay any resulting interest and penalties.
Priority mail is included for addresses in the United States. Additional charges apply for express mail and overseas postage. See usps.com for the current rates in your area.
Privacy Policy
CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients. Of course, GW Carter, Ltd. has always protected your right to privacy with professional standards that are even more stringent than those required by law. In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis. Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as CCH Inc. and Thomson Reuters, the vendors providing us with our tax compliance software.
