Personal Income Tax

 

What the service will include:

 

When you call to schedule your appointment, we will discuss your return and schedule a time for you to get your return done.  Most returns take about an hour, and you will walk out with a copy of your return.  All returns can be filed electronically for your convenience.  During your appointment we will go over your tax documents you bring.  We will then ask you about energy credits, school rebates or any medical costs to prepare the most accurate return we can.  If you do not want to sit for an appointment, we can take drop offs.  We will call you when the return is completed to go over your results before we file your return.  We look forward to working with you soon.

 

Who needs to file:

 

If your filing status is Single and under 65 years of age your income needs to be over $ 12,550.00.  If your age is 65 or older your income needs to be over $ 14,250.00

If your filing status is Head of Household and under 65 years of age your income needs to be over $ 18,800.00.  If your age is 65 or older your income needs to be over $ 20,500.00

If your filing status is Married filing Jointly and both are under 65 years of age your income needs to be over $ 25,100.00. If one taxpayer is 65 or older your income needs to be over $ 26,800.00. If both taxpayers are 65 or older your income needs to be over $ 28,500.00

 

What is important of 2022:

 

Yes, there was one stimulus back on April 15th of 2021.  You should have received an Economic Impact Letter (Form 6475) with your total that was received.

If you did not opt out of the Advance Child Tax Credit, which was money sent on or about the 15th of the last 6 months of the year, you should receive a letter (Form 6419) for each of the taxpayers on the return.  This letter will have the dollar value you received for each of your children.

 

What is the cost:

 

All prices are base prices and subject to change

  • Short Form Preparation $ 150.00
  • Short Form and Schedule A $ 185.00
  • Each additional Schedule or Form $ 75.00

 

Please feel free to contact us for an appointment or with any of your tax questions

 

Ron Humphreys (410) 326-0198

Todd Humphreys (609) 203-6884