Tax Preparation Application
This is an application for 2025 tax preparation services. Applying does not guarantee Simple Profit will be able to complete your return. This is the process: 

Step 1: Complete the application below.

Step 2: We will be in touch to confirm we are able to do your return(s). If we cannot do the return(s) due to complexities, we will send 1-3 referral names. If we accept your application, you will receive a link to sign an agreement and pay a deposit, and that will confirm we will do your return for 2025. 

Step 3: If confirmed, we will send you a link to upload tax documents and answer questions about this tax year. The link will be sent at the end of January or early February. Once all tax information is received and questions are answered via a link provided, we can work on your return(s) one a first come, first served basis. 

Priority will be given to early applications and those who submit all documents by February 15th. We will attempt to complete returns even if documents are received after February 15th. If your return(s) cannot be completed by the tax deadline due to time constraints, missing documents or open questions, an extension will be filed which provides an additional 6 months to complete the return(s).

Required documents include but are not limited to: a completed Profit & Loss statement for your business(es), all W2 forms, K-1s, 1099 forms received, any other tax forms received in the mail and completed form related to tax questions for 2025 that will be sent to you (tax organizer).

If you need help choosing or establishing an accounting system so you will have a Profit & Loss statement for your business(es), please contact jennie@simpleprofit.com or visit https://www.simpleprofit.com/ for information on doing your own bookkeeping or to sign up for bookkeeping-done-for-you services. You can apply for your tax preparation services and then reach out for bookkeeping help. 

The basic fees below apply to returns with one business that has up to two business owners and up to two W-2 forms, for one state. Additional tax work is charged at an hourly rate. Our goal is transparent pricing, however, some complex matters cannot be priced ahead of time. The fee for additional businesses, a business with 3+ owners, digital assets, real estate, foreign matters or other complexities is charged at a rate of $150 per hour in addition to the basic fees below. If you have no additional businesses, owners or complexities, you will only pay the base fees. 
  • Sole proprietor or single member LLC/PLLC: $800 for personal return with one Schedule C and one state filing.
  • Partnership with up to 2 partners: $1,100 to file Form 1065 and $300 for each personal return (includes corresponding state filings for up to one state)). You may choose to have us only prepare the 1065 if partners have other plans personal returns. 
  • Entity taxed as an S-Corp with up to 2 owners: $1,500 to file Form 1120S and $300 for each personal 1040 return (includes corresponding state filings for up to one state). There are separate charges for each since they are different returns with different deadlines. 
  • C-Corp with up to 2 owners: $2,000 to file Form 1120 and $300 for each personal return (includes corresponding state filings for up to one state). 
An advance deposit is required to hold a spot for this tax season. This deposit will be applied to your balance, reducing what you will owe when the return is finalized. Deposits are: 
  • Sole proprietor or single member LLC/PLLC: $300 
  • Partnership or S-Corp: $500
  • C-Corp: $750

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