Need to book a discovery call?
This is a great way to get to know each other and see how we can meet your needs. Discovery calls are held virtually through zoom and last about 15 minutes.
*If you have a business that is filed on your personal return/ Schedule C, select "Personal Taxes".
We have simplified and standardized our pricing: At James Family Tax, we use transparent pricing for individual tax returns, with costs determined by forms and complexity your situation requires. Our goal is to provide clarity on expertise needed - from straightforward W-2 returns to complex situations with multiple income sources, business income, or deductions.
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*These categories are intended to represent most tax situations. Final pricing is subject to change after we have reviewed your tax situation. For questions, call us at 210-864-1788.
Standard Filings at 235:
W-2 income (1-2 employers)
Standard deduction or basic itemized deductions
Basic investment income (1099-INT, 1099-DIV)
Common Credits & Deductions
Comprehensive Filings at 425:
Multiple income sources (W2 1099-MISC, freelance)
Rental property income/expenses (1 property)
Small business income (1Schedule C/ F)
Multiple investment income (K1s, multiple brokerages, Retirment conversions)
Complex Filings and Prior Years are quoted after reviewing your tax situation:
Tax Strategy Review and Consultation
Multiple business schedules or rental properties *
Complex investment income (K1s, multiple brokerages, Retirement conversions)
We are excited to work with you! Use the calendar below to schedule your appointment...
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We are accepting new clients and look forward to a conversation! Discovery calls are held virtually through zoom and last about 15 minutes. We will use this dedicated time to get to know you and figure out how we can best meet your needs.
*This appointment is for new clients looking for general information. If you are ready to book a tax appointment or looking for a consultation specific to your tax situation, refresh this browser to be directed back to the scheduling options.
Let's get ahead of those quarterly taxes. Use this calendar to schedule a review of your tax liability...
This appointment will focus on your potential tax liability for the current tax year. If a more detailed consultation is needed, please reach out to us at 210-864-1788.
If you have a specific tax need not specifically listed or are looking to file back taxes, please fill out the form below with your needs and a member of the James Family Tax Team will reach out to as soon as possible to get things started. Typically, within 48 business hours.
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For follow-up requests, please complete the form below. Our team receives these requests and will respond with next steps as soon as possible, Typically 1-3 business days.
If this is an urgent matter, please indicate below and provide as much detail as possible.
We love serving our clients! We offer a variety of services to support our clients year-round.
Choose what best describes your needs.
Give us a description of how we can serve you best, and our team will reach out to you to get something scheduled.