Frequently Asked Questions
Please reach out if you cannot find an answer to your question.
🫱🏼🫲🏽 How do I set things up for success?
We look forward to partnering with you to complete your return. The ability to complete your return depends on you, as the client, providing all documentation in a concise manner.
For example, upload all relevant documents at one time, or bring all relevant documents to your in-office appointment.
🔐 How do you keep my information secure?
We understand the importance of keeping your personal and financial information confidential. We will not disclose any information you provide to any third parties without your explicit consent, unless required by law.
James Family Tax uses a secure client portal in accordance with our internal security plan and IRS security guidelines.
The client portal is also the central place for exchanging documents. We cannot accept sensitive tax information through any other virtual channel outside of this portal, including email, text or any other digital channel.
💵 How is your pricing set?
We have simplified and standardized our pricing. We use transparent pricing for individual tax returns, with costs determined by the forms and complexity your situation requires.
For current tax year filings, payment is due upon completion of your return. Payment can also be made from your refund, if applicable, in accordance with our terms and conditions.
More on pricing can be found below.
🏦 Are you an authorized e-file provider?
Yes. We file all returns electronically and directly to the IRS. Some rare circumstances require a return to be mailed, and we work with our clients to make sure those returns are sent.
🤗 Do you offer support after my taxes are filed?
James Family Tax works year round to support our clients and their tax needs. Appointments are always available for needs after the filing season.
Additional services after your return has been filed may be subject to additional service charges.
🏆 What makes James Family Tax different?
James Family Tax has been honored with the “YOURSA Best Places for Tax Services” award in 2023, 2024 and 2025. This recognition is a testament to our commitment to providing exceptional tax services.
We are also proud to be highly recommended and rated on Google.
Thank you for the opportunity to show you why we love taxes and the families we get to serve.
Questions About Pricing?
We use transparent pricing for individual tax returns, with costs determined by the forms and complexity your situation requires. Our goal is to give you clarity on the expertise needed, from straightforward W-2 returns to complex situations with multiple income sources, business income or deductions.
Individual (1040) Tax Preparation Pricing
Most family and individual returns
Standard Returns
$235 starting at
- Standard tax consultation & review
- W-2 income (1–2 employers)
- Standard deduction or basic itemized deductions
- Basic investment income (1099-INT, 1099-DIV)
- Common credits & deductions
Small business, rentals & investments
Comprehensive Filings
$425 starting at
- Standard tax consultation & review
- Multiple income sources (W-2, 1099-MISC, freelance)
- Rental property income/expenses (1 property)
- Small business income (1 Schedule C/F)
- Multiple investment income (K-1s, multiple brokerages, retirement conversions)
Complex tax scenarios & advisory needs
Complex Filings
$850 starting at
- Tax strategy review & advisory
- Multiple business schedules or rental properties*
- Complex investment income (K-1s, multiple brokerages, retirement conversions)
*Our standardized pricing for complex 1040 tax returns is limited to 3 Schedule C, E and F forms in total. If your tax situation is more complex, we will provide a customized quote for your specific needs.
S-Corporation Tax Returns & Advisory
Businesses Under $250K Gross Sales
$485 starting at
- Standard tax consultation & review
- Complete Form 1120S & K-1 preparation and filing
- Profit & loss statement required
- Bookkeeping services are available if needed
- Non-service based businesses may inquire for specific pricing
Businesses Under $900K Gross Sales
$785 starting at
- Standard tax consultation & review
- Complete Form 1120S & K-1 preparation and filing
- Profit & loss statement required
- Balance sheet required
- Bookkeeping services are available if needed
- Non-service based businesses or over $900K may inquire for specific pricing
Interested in tax planning and advisory services?
From proactive planning and compliance to strategic advisory services, we leverage our deep knowledge and experience to ensure you’re equipped with the most efficient tax strategies. Let us help you achieve your financial goals while staying compliant with ever-evolving tax regulations.
Not Sure If You Need a Professional?
Tax season doesn’t have to be overwhelming.
With numerous options available, from online platforms to major tax chains to local professionals, you can find the right solution for your specific needs. The key is understanding which service aligns with your financial situation, the complexity of your return and your personal preferences.
Read our blog post “How to Choose a Tax Professional & Why You Need One”, or estimate your cost with the tax prep calculator.
Ready to join our Tax Family?
Book a discovery call, a tax preparation appointment or a planning consultation. We’re here year round.