Individual Tax Preparation Services (Form 1040)
At James Family Tax, we use a transparent pricing model for individual tax returns, with final pricing determined by the specific forms and complexity your unique tax situation requires. Our goal is to provide transparency for the level of expertise needed - from straightforward W-2 returns to complex situations involving multiple income sources, business income, or itemized deductions.
Standard Tax (1040)
Perfect for individuals and small teams just getting started.
Comprehensive Tax (1040)
Standard Services Plus....
Complex Tax (1040)
Standard Services Plus....
235
Standard Tax Consultation & Review
W-2 income (1-2 employers)
Standard deduction or basic itemized deductions
Basic investment income (1099-INT, 1099-DIV)
Common Credits & Deductions
425
Standard Tax Consultation & Review
Multiple income sources (W2 1099-MISC, freelance)
Rental property income/expenses (1 property)
Small business income (1Schedule C/ F)
Multiple investment income (K1s, multiple brokerages, Retirment conversions)
850
Tax Strategy Review
Multiple business schedules or rental properties *
Complex investment income (K1s, multiple brokerages, Retirment conversions)
*Our standardized pricing for complex 1040 tax returns are limited to 3 Schedule C, E, F forms in total. If your tax situation is more complex, we will provide a customized quote for your specific needs.
ADD- ON SERVICES:
Services that are offered in addition to services in our pricing packages
State income tax filings
Amendment returns
Prior year tax returns
Transcript Requests
Business Tax Returns (Form 1120S)
Our experienced team specializes in S-corporation tax returns for service-based businesses, helping you take advantage of one of the most effective tax planning strategies available.
Business over 900K in gross income or non-service-based business. Book a "discovery call" with us to discuss your specific needs and how we can serve you.
Service Based Business Under 250K
Services businesses such as therapists, consultants, and lawyers.
Service Based Business Under 900K
Standard Services Plus....
Starting at...
485
Standard Tax Consultation & Review
Complete Form 1120S preparation and filing
Profit & Loss Statement Required
*Bookkeeping Services are available inf needed.
Starting at...
785
Standard Tax Consultation & Review
Complete Form 1120S preparation and filing
Profit & Loss Statement Required
Balance Sheet Required
*Bookkeeping Services are available inf needed.
What is tax planning?
Not Sure if You Need a Professional?
Tax season doesn't have to be overwhelming. With numerous options available—from online platforms to major tax chains to local professionals—you can find the right solution for your specific needs. The key is understanding which service aligns with your financial situation, complexity of returns, and personal preferences.
Other Services
We offer so much more than just tax prep
Tax Planning and Strategies
From proactive planning and compliance to strategic advisory services, we leverage our deep knowledge and experience to ensure you're equipped with the most efficient tax strategies. Let us help you achieve your financial goals while staying compliant with the ever-evolving tax regulations.
Bookkeeping Services
Stay organized and on top of your business with our customized bookkeeping packages. Payroll, regular financial statements and much more.
Quarterly Reviews
Quarterly Check-Ins (Yes, Really!) – We review how your business is doing, adjust your estimated payments so you're never hit with surprise tax bills, and make sure you're on track with your goals. No more April anxiety attacks!
Let us be in your corner.
Lead Tax Consultant | IRS Enrolled Agent
Richard James | EA
We are excited for the opportunity to work with you.
"We strive to build strong relationships with our clients. It's about treating every client as a valued individual and understanding the uniqueness of each family and business we are privileged to work with. Our goal is to ensure that our expertise and guidance contributes to the lasting success of your business"
FAQ
Frequently Ask Questions.
Have other questions? Do not hesitate to reach out to us at 210-864-1788.
How much does a basic personal tax return cost?
Our personal tax returns start at $235, with final pricing based on the complexity and number of forms required. Our tiered pricing is designed to provide clarity on what to expect when filing with James Family Tax.
Do you charge extra for complex returns?
Yes, pricing may increase based on additional forms needed (rental properties, business income, investment income, etc.). We'll discuss any additional costs upfront before proceeding.
What's the difference between tax preparation and tax planning pricing?
Tax preparation is per-return pricing (starting at $200 for personal, $485+ for business). Tax planning is strategic consultation work with separate pricing based on your specific needs and goals.
Do you offer payment plans?
Contact us at 210-864-1788 to discuss payment options. We work with clients to find solutions that fit their budget.
Is there a rush fee for last-minute returns?
Our standard turnaround is 2-3 weeks once all documents are received. Rush processing may incur additional fees depending on timing and complexity.
What if I need to amend a return you prepared?
If the amendment is due to our error on our end, there's no charge. If it's due to additional or corrected information you provide, standard amendment fees apply.
Do you charge for consultations?
Initial consultations to discuss your tax situation and our services are complimentary. Ongoing tax planning and strategy sessions are billed separately.
Are there any hidden fees?
No hidden fees. We provide transparent pricing upfront and will discuss any potential additional costs before proceeding with your return.
We look forward to serving you.
James Family Tax & Business Services LLC
Get In Touch
Email: [email protected]
Address
Office: 404 East Ramsey Rd. STE 114. San Antonio, TX 78216
Assistance Hours
Mon – Sat 9:00am – 5:00pm
Sunday – CLOSED
Phone Number:
210-864-1788
