How to Ask for a Custom Fee Quote


1) Complete the Tax Organizer.  (See the menu at the left of this page.) If you need a Nonresident US Tax Return, you should complete both Tax Organizer page 1 & page 2.  If you need a Resident US tax return, you only need to complete Organizer page 1. If you don't know if you are a Resident or a Nonresident, then complete both Pages.

2) Sign & Date the Engagement Letter

3) Send me an email at with the following information:

  • A brief description of any other tax related issues/concerns/facts.
  • That you would like a custom quotation for Tax Preparation Services.
  • Your dates of presence and the visa under which you were here since the first time you came to the US

4) Upload your information via Secure File Tranfer.  Your information will include

          a) the Organizer page(s) described in #1 above

          b) the Signed Engagement Letter described in #2 above

          c) your 2023 tax documents such as w-2's, 1042-s, 1099's, and/or 1098-E,

          d) plus copies of your 2022 Federal and State(s)tax returns if filed.

5) To access the Secure File Transfer, click the link, and Register.  I will approve your registration (you will receive an email) and then you can upload your information/documents.

6)  I will email back to you with a custom fee quotation.  You are under no obligation to accept my quotation.  Please note that my minimum fee for preparing your 2023 tax returns is $685.  That includes the Federal and 1 State Tax Return.  If you agree to use my services, I will separately email my invoice which can be paid directly bank to bank or by wire transfer.  Once Payment has been received we will begin the work of preparing your tax returns right away, but usually in no more than 7 days.


1)      We will prepare the tax return(s) based on the information you have provided to us.

2)      After completion of the tax returns we will send them to you electronically via secure file transfer along with pages for you sign to authorize electronic filing.  

3)      We plan to electronically file (e-file) all tax returns: You will  authorize us to electronically file (e-file) your tax returns.  To obtain your authorization to e-file, an additional page will be included with your tax return(s) copy that you must sign and return (upload) to us. You should review the tax returns before signing.  We will then e-file your tax returns from our office.  If you choose not to e-file, you need to notify us before we quote our fee, and we will complete the necessary opt-out pages and resend your tax returns to you for paper filing.  Note that most taxpayers e-file their tax returns because the governments process the tax returns with fewer errors, and tax refunds are processed much faster!

In either case, e-filing or paper filing, we will include the simple instructions you need to successfully complete the filing process.  The instructions will also include either an amount that you owe the government as additional tax, or a refund amount that you can expect to receive in the near future from the government.  If you owe additional tax, the instructions will tell you how to send the amount to the government.  If you are to receive a refund, you will receive that refund only after you have filed your tax return with the government.  You can have direct deposit of refunds to or electronic withdrawal of taxes due from your bank account.


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