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Tax Preparation Services

How to get your Taxes prepared in 4 easy steps.     

Please Note:  We require a simple tax questionnaire to be filled out to complete your return(s).  

It will help you remember and organize your tax information.  You MUST include this simple questionnaire with your tax documents.  

To access the simple tax questionnaire please, use the link below or type it into your browser:  

Please Click Here to Access the Questionnaire   OR    Use scan this QR code:

 

Step 1: Getting documents to us. 

You have two options available to you, Virtual, or Drop-off at WTA’s office, you choose.  

Virtually Upload your Tax Documents to your Right Capital Client Portal

  • Please upload ALL your tax documents and filled-out tax questionnaire into your Right Capital Portal under the Shared Vault / Taxes area.  
    • If you do not have a Right Capital Client Portal, please call the office and someone will be glad to create one for you.
  • Please make a folder under the Taxes area called (2024 Taxes Documents) and upload your documents into the folder.  
  • Once ALL your documents are available, and to schedule a time to review your documents with someone from the Tax Team do the following:  
  • Once done an email will be sent with a video link for the meeting.   

Schedule Tax Document Drop-off at WTA’s office to be scanned.

  • You MUST HAVE ALL your tax documents, and the tax questionnaire filled out and ready for the meeting
  • Once ALL your documents are available, schedule a time to review your documents with someone from the Tax Team at 201 Roper Creek Drive Greenville, SC 29615 by doing the following: 

Step 2: Preparation and Delivery 

  • After all your documents are available and you have reviewed your documents with someone from the Tax Team, the tax return should be ready in about 2 weeks.
  • When your tax return is completed, we will call you to schedule a video conference for delivery. 
    • At the time of your scheduled video conference, simply click on the link (that was sent to you in an email) on a computer or tablet, and you will be connected to the appointment. 
      • Tax Delivery cannot be done on Cell Phones, Computer or Tablet only, please.
    • During the video conference, the Tax Team will review and deliver your tax returns.

Step 3: Payment and Document Signing

  • After the review, you will receive two emails.  First will be an email for payment. Once payment is received then the next email is to electronically sign your return.
  • 1st Email is the Payment Email: A one-time link will be emailed to the primary taxpayer for payment of your 2024 tax returns.
  • 2nd Email is the Electronically Signing Email: Each taxpayer must have an individual email address (Unique only to them) to electronically sign and file the return.
  • A Separate email will be sent to each individual taxpayer that will walk them through confirming their identity, (using publicly known data), after which each taxpayer will electronically sign their tax returns.
  • Both individual taxpayers must complete the signature process.
  • Your tax returns will be electronically filed after the electronic signature receipt is confirmed.

Step 4: Tax Return will be electronically delivered to you

  • Copies of returns are available as the signature process is being completed.
    • An encrypted copy of your Tax return will be emailed to you.
    • If you have a Right Capital Vault a copy of the return will also be uploaded into your vault.  

If you’re a business owner, please read the following information.

In 2021, Congress passed the Corporate Transparency Act (CTA) as part of the Financial Crimes Enforcement Network (FinCEN), a bureau of the US Department of Treasury. This act required all companies to register their operations with FinCEN. Consequently, entities originally registered with a state Secretary of State, such as corporations, partnerships, and limited liability companies (LLCs), were federally mandated to register through the BOI E-Filing system by the initial deadline of January 1, 2025. Non-compliance could have resulted in penalties of up to $10,000 and up to two years of imprisonment. However, the requirement has been stayed, reinstated, and stayed again since then. 

We do not know if or when the stay will be lifted again, or if a new filing deadline will be set. It is possible that the requirement may ultimately be rescinded, but this remains uncertain.

For clients with applicable companies who may wish to voluntarily register, for any reason, and would like our assistance, we recommend doing so as part of the business tax return preparation process this tax season.

For clients with applicable companies who prefer to wait until the requirement is confirmed as mandatory, and would like our help, we will be available to assist after May 15, 2025, which may be after any reinstated deadline. We will not be able to schedule such filings before then. As always, if you have any questions, please feel free to call our office.

2024 Tax Return Services Price List

Price

Form 1040 (Including Schedules A and B, Miscellaneous Transactions Schedule D, And Single State Return Input) (Person 18 Years-Old and Older)

$395

Form 1040 (Including Single State Return Input) (Child Under 18 Years-Old)

$195

Electronic Signature And Electronic Filing (E-Mail Accounts Required)

Included

Additional State Return Input (Each)

$195

Schedule C (Per Business Input)                         

$200

Schedule D (Per Broker Statement Input)

$150

Schedule E (Per Property Input)

$150

Schedule E (Per K-1 And Basis Analysis Input)

$150

Schedule F (Per Farm Input)

$200

Bookkeeping Or Analysis To Determine Input (Schedules C, E, And F)

Varies

Foreign Income And Credits Worksheet

$145

Deductible Home Mortgage Interest Worksheet

$145

Form 2441-Dependent Care Credit

$  95

Form 4562-Depreciation And Amortization (New Property Schedule)

$145

Form 4797-Sale of Business Property 

$195

Form 5695-Residential Energy Credits

$145

Form 6251-Alternative Minimum Tax

$125

Form 6252-Installment Sale Income (First Year)

$195

Form 6252-Installment Sale Income (Subsequent Years)

$  95

Form 8812-Child Tax Credit

$  95

Form 8829-Business Use of Home

$125

Form 8863-Education Credits

$  95

Additional Fees (Based On Individual Return Complexity Or Time Needed)

Varies

Amended Individual Returns

Varies

Trust Or Estate Return Input

$695

C-Corporation Form 1120 Input

$695

S-Corporation Form 1120S Input

$695

Partnership Form 1065 Input

$695

Additional State Returns (Each)

$295

Bookkeeping Or Analysis To Determine Input

Varies

Additional Fees (Based On Business Return Complexity Or Time Needed)

Varies

Amended Trust, Estate Or Business Returns

Varies

Answering IRS Notices (Insurance For 2024 Tax Year When Prepaid With Return)

$125

Answering IRS Notices (Minimum If Not Prepaid For 2024 Tax Year)

$295

Other IRS Engagements (Based On Engagement Complexity Or Time Needed)

Varies

BOI FinCEN Registration (First Entity)

$295

BOI FinCEN Registration (Each Additional Entity)

$195

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