Our Payment Terms

The base fee for preparation of a 1040 tax return is $335.  There may be discounts (see the Referral Program - Save $ webpage) or supplemental fees (see the About Our Tax Preparation Services webpage) that would cause the fee to vary from the $335 amount.

Payment is due at the time the tax return has been reviewed and approved by the taxpayer and prior to transmittal.  Clients receive a draft copy of their return for review via PDF file through ShareFile or email.  All finalized returns are filed electronically.  The direct deposit of any refund received is a service that is included in the base fee.

There are multiple payment options.  Clients may wish to pick up their final tax return file copies in person and may pay by check at that time.  If clients choose to mail a check for payment, it must be noted that tax returns are generally not transmitted for electronic filing until payment is received.  A third option is to pay by credit card.  This tax practice accepts Visa, Master Card, Discover and American Express.  There is a $10 supplemental charge for paying by credit card.

Contact Information:

Office Telephone / Fax:  (919) 469-1773
Email:  carycpa@nc.rr.com
Office Address:  1135 Kildaire Farm Rd, Suite 200, Cary, NC  27511
Mailing Address:  P.O. Box 5156,   Cary, NC  27512