Schedule E

Not sure how to file, or where to start this year? Let’s uncomplicate the selection process, here’s a guide to choosing which form to send your tax preparer.

If you’re still unsure contact us by phone 727-610-1024, email us [email protected] or visit our support page – fill out a form and we’ll call you.

• Purchase Date & Purchase Price. The closing statement you received when you purchased the home will have this information.
• Sale Date & Sale Price. The closing statement you received when you sold the home will have this information.

If you don’t have a copy of your closing statements or don’t recall purchase and sale information: we would advise contacting your title company or realtor. Some revealing information may also be found with your mortgage / note holder, or county property appraisal office.

If you’re a potential or existing client you can get ahold of the tax preparer / enrolled agent or office staff by:

• Call / Text Enrolled Agent Iryna Teixeira: 727-241-9760.

• Call / Text Office Staff: 727-610-1024.

• Book an appointment (same day if available).
• Email Us / Monitored Daily: [email protected].

Our tax preparation prices are as follows:

• Starting at $250 – W2 Employee & Retiree

• Starting at $400 – Self Employed / Single Member LLCs

• Starting at $500 – C-Corporations

• Starting at $500 – S-Corporations

• Starting at $500 – Partnerships

• Starting at $450 – Non-Residents

• Starting at $500 – Non-Profits

• $50 – Preparing state taxes (each additional state).

• $50 – Reporting rental property (each property).

• $50 – Investment accounts (per additional account).

• Foreign accounts, crypto accounts, income statements / profit or loss statements if not provided, reporting the sale of a property are other factors that may increase costs. Other reporting factors not discussed but discovered will have additional costs associated with tax preparation pricing.

• Additional costs will be determined and agreed upon once all a client’s documents are gathered before beginning tax preparation.

We offer several ways to pay for tax services listed here.

1. Drop Off: 1903 N Hercules Ave. Clearwater, FL 33763
2. Email: [email protected]
3. Upload on our website or Upload to the client portal
4. Fax to: 727-378 – 9448

You can do your taxes from home, we use electronic signature forms which are signed by you, the taxpayer. You will need an email address to receive signature documents and service related correspondence.

You’ll be asked if you prefer to receive your refund by direct deposit (recommended) or pay an IRS balance electronically (recommended). A form will be sent to gather ACH info or you can simply upload a voided check that corresponds with the bank you wish to receive a refund or pay a balance.

You may also choose to receive a paper check by mail and/or pay an IRS balance online. Payments to the IRS can be made here on the official IRS.gov website.

Electronically: IRS states: 21 days, but this time varies. Paper checks can take up to 6 weeks, or more to receive. We make no guarantee as to the speed of which the IRS disperses funds. To check the status of your refund online visit the official IRS.gov website. Note that it takes 24 hours from the time your taxes were e-filed and accepted to appear on the status page, some clients have experienced a delay up to 3-5 days before appearing.

If you did not provide your tax preparer with bank information, it is your responsibility to pay the IRS balance. Payments to the IRS can be made here on the official IRS.gov website.

Tax Service Masters is not liable for lost, stolen or delayed paper IRS checks, or any IRS action thereof. To mitigate lost paper IRS checks chose the electronic option and provide account details to your tax preparer when asked, or simply provide your tax preparer with a voided check that corresponds with the account you wish to receive a refund.

In the event you get audited, or the IRS finds a discrepency, Tax Service Masters will conduct a tax discovery priced originally at $350.