Taxes

Some tax offices feel like a cattle auction. They work clients through as quickly as possible, hiring seasonal staff that aren't CPA's and using a nickel and dime fee structure for common tax items like itemized deductions or child tax credits.

At Ashland Advisors you'll always and only work with me (a CPA). I don't work on tax returns under a shot clock, and my flat rate covers the vast majority of clients without additional nickel and dime fees for common tax items. I also include Tax Audit Defense at no additional cost to clients ($40-$100 at other practices).

I've always felt that if you're paying for a professional, you should expect to get one. I take the time to engage with clients, understand the details of their tax situation, and ask extra questions to make sure their returns are as complete and accurate as possible. Haste makes waste, as Grandma used to say.

For one flat rate, clients receive:

Detailed review of previous tax returns
E-filing federal, state, and local tax returns (all states available)
E-signatures on all tax documents and online invoice payments
$1M Tax Audit Defense from Tax Protection Plus
Client portal for year-round access to your tax records through the app or a desktop
Tax projections for the year ahead
Year-round availability for tax questions and tax planning

Pricing

Tax returns are priced at a flat rate of $425.

I offer a discount for teachers, veterans, religious ministers, and first responders (police, fire, nurses, etc).

I don't add additional fees for itemized deductions or other common tax schedules, credits, or Tax Audit Defense. Over 90% of the client returns I prepare are covered under this flat rate.

Individual returns that have businesses, rental holdings, substantial investments, or other unique elements may have higher fees, depending on complexity. Contact me for a complimentary review and pricing. If your tax needs are outside my scope of expertise, I’ll help you with a referral.

A $200 non-refundable deposit is due before work begins. Balances are due in full before tax returns are filed.

Client Payments

Peace of Mind

You can rest easy when you file your taxes with us. All 1040's filed with Ashland Advisors receive Protection Plus's full suite of coverage for no additional charge to clients. This includes:

Tax Audit Defense: Up to $1M in professional services to resolve any tax notice, inquiry, or audit letter. All Federal and State tax inquiries are included under this coverage.
Identity Theft Restoration: Year-round protection to restore a stolen identity and prevent recurrence. Taxpayers and all dependents on the tax return are covered.
Guaranteed Accuracy: Up to $2,500 in coverage against penalties, fees, or interest if we make a mistake preparing your taxes.

Taxes

Pricing

Peace of Mind

This website uses cookies.