Start your tax preparation

Tax intake form

Complete this form to schedule your tax appointment. The $100 intake fee is applied toward your total.

1

Complete intake

Fill out this form

2

Schedule appointment

Choose date & time

3

Bring documents

To your meeting

4

Review & file

Approve before filing

Pricing summary

Preparation (Intake & Review): $100
1040 Filing (basic return): +$50
Schedule C (self-employed): +$70
Dependents: +$10 each
Estimated total: $150 - $350+

Note: Final price is determined after document review. You approve all costs before filing.

Personal information

Tax information

Schedule your appointment

Appointments run about 1.5 hours

Choose in-person at our Weslaco office or via secure video call.

Agreement

Important: By submitting, you acknowledge:

  • • A $100 preparation fee will be invoiced after the meeting
  • • That fee is applied toward your total
  • • Final pricing may vary based on forms required
  • • No filing is submitted without your approval
  • • Please bring required documents to your appointment

You will receive a confirmation email with appointment details.

Need help?

Call us if you need help with this form.

Call (956) 644-6969