Tax Preparation Quote

Thank you for your interest in becoming a client of Wehner Accounting & Tax, Inc. If you would like us to prepare your 2025 tax return(s), please contact us soon—ideally on or before January 31, 2026.

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Before scheduling a phone appointment, we request a review of your prior-year tax returns. This allows us to assess the complexity of your filings and provide an accurate estimate of our fees for the current year’s returns.

 

Please do the following:

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1.  Upload a copy of your Federal & State tax returns to my secure Dropbox account at the link below:

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https://www.dropbox.com/request/5TeXES3k9NvET9GMHEyf

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2.  Note any major changes from your prior year's returns to your current year's returns (e.g. started a business, sold real estate, purchased real estate, etc.).

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3.  Please complete our client intake form & return it to us (via email is generally best).