Pricing

Fee Schedule  - Pricing may vary based on complexity

Fees are payable ½ in advance and ½ upon completion of your Form 1040.

At Johanna S. Furgalack CPA LLC, I offer three service tiers to meet your unique needs. Whether you prefer a simple, efficient filing experience or more personalized planning and support, there’s an option that fits you. Last year, all clients received Silver tier service.

Bronze Tier – Essential Filing

Perfect for clients who prefer efficient online experience. 

• Preparation of Federal and State Income Tax Returns -   This base return is 1040 and one state.  Includes a  business or rental property  or a second state.
• PDF copy of your completed return
• Secure electronic document upload through SmartVault
• Review of your tax return with Johanna either through email or telephone
• Preparation on a first-come, first-served basis once all data is received
• After-season questions billed at $225/hr
• Optional Add-On: Submit documents on paper  ($25)

Silver Tier – Enhanced Support and Personal Touch

Ideal if you’d like more communication and planning help during tax season.

• Preparation of Federal and State Income Tax Returns - This base return is a 1040 and one state.  Includes a business or rental property  or a second state.
• PDF and/or paper copy of your return when complete.
• Option to submit data electronically or by mail/drop-off
• Prefiling review with Johanna by phone, email or in person before filing
• Typically prepared within 2 weeks of receiving all data
• Post-season questions not billed
• Estimated tax payments based on Safe Harbor or current-year planning

Gold Tier – Comprehensive Planning & Personalized Service

For those who want proactive planning, full service and year round access.

• Preparation of Federal and State Income Tax Returns -   This base return is 1040 and one state.  Includes a business or rental property  or a second state.
• PDF and/or paper copies of your return upon completion.
• Reserved preparation week (schedule early for your preferred time)
• Review with Johanna before filing — in person, by phone or email.
• Questions are not billed
• Ongoing estimated tax payment planning throughout the year (upon request)
• After-tax-season planning session, which may include:
•    - Future tax savings strategies
•    - Review of current year for potential savings
•    - Maximizing housing allowance (ministers)
• Year-round access by email or phone
• Audit Protection Service included

Add-On Services

Notes

• Meetings and additional work outside the chosen tier are billed at $225/hr.
• All returns are prepared on a first-come, first-served basis unless otherwise scheduled.

Thank you for trusting Johanna S. Furgalack CPA LLC with your tax preparation needs. My goal is to make your filing process simple, accurate, and stress-free.