Engagement Documents

Tax Organizers are an important part of the process because it provides you with a guide of what the tax professional will be seeking to prepare your tax return. It also serves as a guide to help you recall all information required to prepare the return. Additionally, there will be disclosures and information provided in the organizer to help you understand and agree to the scope of the engagement of services. For those reasons, a tax organizer is needed for each year and each tax return prepared with your tax professional.

You have a few options to get started with T.M. Tax Practices. You may fill out the applicable tax organizer and upload it using our Secure Client Portal. Alternatively, you may schedule a free consult using the appointment links on the Contact Us page. Lastly, you may fill out the Get Started With a Free Quote button on the Contact Us page. 

If you have questions we are happy to answer them. During business hours you may submit your questions through our chat feature for a more immediate response. If we do not have anyone online at the moment your chat will be routed to our email. Emails are responded to within 1-2 business days. You may also email us directly at info@tmtax.com.

Our pricing will vary based on the complexity and size of your tax return as well as the state of the records provided. Our minimum fees are $450 for an individual tax return and $750 for business tax returns. You may request a quote on our Contact Us page. However, it is our policy to provide you with a quote for approval once you have submitted your tax organizer and prior to beginning work.