Personal Tax (Federal and State) - Schedule A
$250.00
We’ll handle everything and ensure you get the most out of your itemized deductions, like medical expenses, mortgage interest, property taxes, and charitable donations.
No meetings are required—just provide us with the necessary documents using our secure portal, and we’ll take care of the rest. However, if you prefer, we’re happy to meet with you on Zoom to discuss your filing needs.
Please provide the following:
Income Documents: W-2s, 1099s, or other proof of income.
Deduction Details: Receipts or documentation for medical expenses, property taxes, mortgage interest, charitable donations, and other deductible expenses.
Personal Information: Social Security numbers for you and your dependents.
State Tax Documents: Any specific forms or documents required by your state.
Once you book with us, you'll receive our tax organizer, which contains all the essential information.
Our team will guide you through the process to ensure all eligible deductions are captured for maximum tax savings.
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Refund Policy
At tradeeer, we are committed to providing accurate and professional tax return preparation services. However, we understand that circumstances may arise where a refund is requested. Our refund policy is as follows:
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Full Refunds:
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A full refund will be issued if you decide to cancel our services before we begin preparing your tax return (That includes uploading your information into our portal).
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No Refunds:
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Once your tax return process has been started on, no refunds will be issued. This is due to the customized nature of our services and the time-intensive process of tax preparation.
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Revisions and Corrections:
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If there is an error on your tax return due to our oversight, we will correct it free of charge.
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If revisions are required due to incomplete or incorrect information provided by the client, additional fees may apply, but no refund will be issued.
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Exceptions:
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Refunds will not be issued for dissatisfaction related to the amount of taxes owed or refunds received, as these are determined by your tax situation and applicable laws, not by our service.
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If you have any questions or concerns regarding our refund policy, please contact us at support@tradeeer.com. We are here to ensure your satisfaction and a smooth tax filing experience.