Remote (upload your tax documents to our secured portal) or
Drop Off (drop off your tax documents to our office at your scheduled appointment time)

Returning Clients may select from the options listed below for their preferred tax preparation.

New Clients – Limited spots available. Please click on the “New Clients” link to fill out the questionnaire.

(Questionnaire)

(Drop Off Tax Documents)

(Upload Your Documents)

The typical turnaround time for a tax return is 7-10 business days from the time we have collected all tax documents.

Individual Tax Preparation with Universal Bookkeeper starts at $250 per return. This fee includes Schedule A, B, and 1 State filing.
Tax Returns with Schedule C – Profit & Loss from Business start at $350
Partnership (form 1065) and S-Corporation (form 1120-S) start at $500
Pricing will increase based on the time involved, organization of financial information, and the complexity of the return.

It Depends,
If you are a Single Member LLC (no partners), then you will complete form Schedule C and the profit or loss from your business will be reported on your personal tax return.
If your LLC has partners (more than 1 individual, even your spouse), then you will first complete a Partnership tax return – Form 1065. After that return is completed the proportionate amount of your LLC business income will then transfer to, and be recorded on your personal tax return. The importance of the Partnership return is to be able to divide out each partners share in profits according to the Partnership’s organization.

If you have a business, we will need for you to complete the Business Organizer. This will allow us to capture all of the income and expense questions that are needed to properly complete the required tax forms.
Expense items can be summarized into the designated buckets on the form. If you have any supporting financial reports that can be provided that show summarized financial information, they can be submitted along with the completed form.
We will also need any depreciation schedules from the prior year if you have not had your return completed with Universal Bookkeeper in the prior year.
Universal Bookkeeper does not need your receipts or support for tax preparation. The responsibility of support remains with the taxpayer and will only be needed in the case of an audit.
Please use this Business Organizer to compile all of your business income and expenses for tax preparation: Business Tax Organizer

If you have a Rental Property, we will need for you to complete the Rental Property Organizer. This will allow us to capture all of the income and expense questions that are needed to properly complete the required tax forms.
Additionally, we will need the following items.
- Depreciation schedules from the prior year, if you had your taxes prepared by someone other than Universal Bookkeeper.
- For new properties, we will also need purchase / closing information in order to capture the total value of the property.
Expense items can be summarized into the designated buckets on the form. If you have any supporting financial reports that can be provided that show summarized financial information, they can be submitted along with the completed form.
Universal Bookkeeper does not need your receipts or support for tax preparation. The responsibility of support remains with the taxpayer and will only be needed in the case of an audit.
Please use this Rental Property Organizer to compile all of your rental property income and expenses for tax preparation: Rental Property Tax Organizer

Universal Bookkeeper will need this document completed before we are able to start your tax return preparation: 2021 Fillable Tax Organizer
We will also need a completed Engagement Letter signed by both tax payers before we are able to begin your tax return preparation: 2021 UB Engagement Letter

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