Tax Preparation

We believe in offering the community great value, so we offer professional tax preparation at a fair price. We also believe it is critically important for everyone to understand their own personal tax situation, so we take time with each client to explain and review their tax return. The tax code is complicated and it’s not uncommon to unknowingly and unnecessarily overpay when it comes to taxes. We believe it’s our job to not only prepare the tax return, but to help our clients understand and take advantage of tax planning opportunities whenever possible. Our goal is simply to get to know our clients and earn their trust by providing outstanding personal service and comprehensive planning.

Our regular price for individual tax return starts at $149, however if you or your spouse is at least 60 years of age you may qualify for our discounted pricing of $99.  We offer a variety of discounts which will discuss with you during our first meeting.

What is included for our regular price?

  • Personal Tax Return Preparation (Federal and Resident State)
  • Electronic Filing
  • Copy for your files
  • Complimentary second opinion on previous (3) three years of tax return

What’s NOT included for our regular price?

  • Preparing tax returns for additional states (an additional $25 per extra state)
  • Stock trades (fee established prior to beginning preparation)
  • Rental Properties (fee established prior to beginning preparation)
  • Bookkeeping (organizing records – fee established prior to beginning preparation)
  • Business Income (Schedule C – fee established prior to beginning preparation)
  • Others (to be discussed before preparation)

Always keep in mind, our goal is to keep all tax preparation fees as reasonable as possible.
Contact us for Business Tax Return Pricing.

Download Tax Organizer

Ready To Schedule Your Tax Preparation?

Give Us A Call At (336) 291-3535 or Schedule Online.

Schedule an Appointment

*Valid for personal tax preparation only. Business related income and rental real estate will add to the price of preparing the tax returns. Referrals must be Age 60 or over, a new client to Roadmap Tax Services, Inc., and must have taxes prepared by Roadmap Tax Services, Inc. by April 15, 2024. Tax preparation refunds will be issued after tax season. Offer Expires 4/15/2024.