Sample Street Tax & Bookkeeping

Your return, done right, with time to spare.

Individual and small-business taxes, bookkeeping and payroll. Book a time that works, and walk out knowing where you stand.

Book an appointment What to bring

days until Tax Day

April 15

E-file with direct deposit Secure document upload Evening and Saturday hours in season

Services

Clear prices before we start. Most returns are finished in one visit.

Personal returns

from $150

Federal, state and local, with e-file.

Business returns

from $400

Sole proprietors, LLCs and partnerships.

Bookkeeping

from $200/mo

Monthly books, so tax time is easy.

What to bring

Tick off what you have. Your progress saves on this page while you gather everything.

Photo ID for you (and your spouse) Social Security cards for everyone on the return W-2s from every job 1099s (side work, interest, retirement) Last year's tax return Bank routing and account number for your refund

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Start ticking items off as you find them.

Never email your Social Security number. Use our secure upload link, or bring the documents in person.

Book a time

Pick a time that works for you. You'll get a text the day before as a reminder.