We are accepting a limited number of new clients for this tax season.
While we are happy to help taxpayers with basic returns, our services are geared toward small business owners and real estate investors. We do not offer pay-from-refund, refund advance loans, and similar products.
Our fees start at $195 for a basic return, with W2 or retirement income, standard deduction, and no dependents. Fees for self-employed taxpayers and those who own rental properties or other investments start at $595. The average fee for our clients is about $550 – $750.
To begin work on your return, we require the following:
You can do everything you need to do entirely online. This is the fastest, most convenient way to complete your return.
You can schedule an intake appointment. You must pay the minimum engagement fee of $195 to book your appointment. This helps minimize no-shows at our busiest time of year. During the appointment, you will complete your Letter of Engagement and Client Organizer. We will review your original tax documents, scan them, and return them to you immediately. (NOTE: Appointment times may be extremely limited.)
Please note: We do not prepare returns while-you-wait and we do not offer “drop-off” service.
Upon completion of your return, you can review and e-sign your completed return online. The Approachable Accountant can produce for you a video walk-through of your return for your review at your convenience. If you have questions after viewing the video review, you can schedule a review call.
All fees are due upon completion of your return, not upon signature and filing. All fees are due even if you decide not to e-file the return.
Most importantly, your timely submission of complete documents and quick response to any questions advances our efforts to file on time; however, we do NOT guarantee completion of your return by the filing deadline. We will do our best, but again, there is no guarantee. We handle all documents and information on a first-come, first-served basis, and therefore we cannot provide estimated completion dates.
If you have engaged us to prepare your return, we will file an extension as needed and provide you with your estimated tax liability based on the information we have on hand at that time. We continue to work on tax returns daily after the deadline until they are complete.
Ready to Get Started using our online process? Click below to sign up for our client portal! We will send you what you need to get started.
Need an in-person intake appointment? Choose your preferred office below to find a time that works for you.
Please note – at this time of year, appointment times are extremely limited.
The Approachable Accountant
215 Depot Court SE
Leesburg, VA 20175
Phone: 571-S0S-4TAX (571-707-4829)
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