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Wasatch Tax & Accounting Inc
Neala Patten, Owner, Enrolled Agent
Tax Organizers

2019 TAX ORGANIZERS (Fillable with Chrome), ENGAGEMENT INFORMATION, DUE DILIGENCE

**Every tax return is as different and varied as the taxpayer themselves. There is never "one-size" fits all, nor does "one-fee" fit all.  With over 30 years experience, we have learned how to work with many different kinds of individuals and businesses and properly apply the tax code to each specific situation. We do not provide fast-food tax preparation services and will take the time your situation and filing requirements demand.  We don't just fill out tax forms; we analyze, inform, educate and proactively help you manage the uncertainty of taxes. ** The fee for your tax return will be based on the events of your year, income type and source, and the forms and filing issues applicable to you. Everyone is different, and every year is different.  The average base fee, for W2 filers with itemized deductions only, is approx $235-$250.  If you have any kind of business activity (Sch C, Sch F, K-1s), rental(s), investment transactions, daycare, other states, marketplace insurance, college tuition related issues, earned income credit, etc the fee will increase.  There is a discount for W2 filers who do not itemize personal deductions.  **  All entity tax returns (1065, 1120, 1120s, 1041, etc) are separate, and in addition to personal 1040 filing requirements. **

C-Corporation Organizer

General Engagement Letter for Tax Services

2019 Individual Tax Organizer

Sole-Proprietor (Schedule C) Organizer - Self Employment

LLC Organizer - Reconciled Financials may be Required

S-Corporation Organizer - Reconciled Financials may be Required

HomeContact UsTestimonialsFirm ProfileClient ServicesInfo CenterNewslettersFinancial ToolsLinksIndividual Tax Info for You!Business Tax Info for You!Tax Organizers