So you made it to our booking page, and you see a few options. Which appointment is right for you? It all depends on what documents you have.
$85+
Choose this option if you have W2's or retirement for yourself or you and your spouse and neither of you receive self-employment income (Uber, contractor, hair stylist, rental property, etc). Some other documents you might have are a mortgage interest statement, student tax form or tuition statement, or maybe a few investments or annuities. A list of common documents can be found here.
This option is also for taxpayers with children - however, if you have a large family (think Gosselin or Duggar), then please be sure to have all of your children's information and documents ready to go so that we can get it all done within your appointment slot. Remember, you must have the social security number, birthdate, and a document showing proof of residency for each child. Click here for additional documents you might need to bring.
Dependents that earn their own money must file separate tax returns - but Pelican can usually handle a minor dependent tax return during the same appointment as their parent/s. Minor dependents will receive a service fee discount if the return is done in the same appointment as their parent/s.
Enterprising Pelican
$150+
Did you perform work and receive something that isn't a W2?
Are you a hairstylist, realtor, small farmer, or Lyft driver, or other contractor?
Do you sell Avon, Mary Kay, LuLaRoe, or other products on your own?
Maybe you have a rental property?
Is your registered business required to file a separate tax return?
Any money you received as payment for your work, and was not recorded on a W2 statement is likely to be considered self-employment income. You will need to bring a Profit and Loss statement, which is just a fancy paper that shows how much money your business made and how the money was spent.
Does bookkeeping sound daunting? You can use our free Bookkeeping Organizer to create your profit and loss sheet, or you can talk to us about our bookkeeping service.
Year-round tax planning
Free tax planning and advice included is included with same-year paid service. Consultation appointments are not available January 31 - April 20, so we encourage you to schedule your consultation for May, which will be the earliest opportunity we will have to get you on the right track in the current year. Stop by November through January to get a tax service quote or tax planning advice for the upcoming year. You are also welcome to call our office for a tax preparation estimate over the phone, no appointment required.
Go ahead and fill out the booking form in its entirety so that we can get a client profile set up before your appointment, and describe the purpose for your consultation in the "Additional Information" field with a basic description of the situation.
If you need to file an amendment or extension - we can help!
If you need to set up your business, nonprofit, or trust - we can help!
If you need someone to do your bookkeeping - we can help!
If you need a notary - we can help!
If you are getting audited by the IRS - we can help!
If you want to submit an Offer in Compromise to the IRS - we can help!
If you need to issue 1099's to independent contractors - we can help!
Have another tax need? We can help! Simply fill out the booking form in its entirety so that we can put together a client profile for you, and be sure to describe the services you require in the field labelled "Additional Information".
So, how can we help you?
The base price of each service is listed on our services page and is listed for reference only. For a personalized quote, please schedule a "Consultation" appointment or give us a call: (405) 265-7611
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