Common Questions
How much does tax preparation cost?
We offer transparent Founding Client Pricing: $50 for students, $75 for individuals, and starting at $110 for self-employed and small business owners.
Is the consultation really free?
Yes. Our initial 20-minute consultation is free and helps us review your tax situation together before you commit to any services.
What documents will I need to provide?
Required documents typically include W-2s, 1099s, education statements (1098-T), and business expense records. We'll provide a full list during your consultation.
Can I upload my documents online?
Yes. After your consultation, you will use our secure document upload portal. This is a much safer way to send sensitive data than social media or text.
Do you help first-time tax filers?
Yes. Helping young adults, students, and first-time filers understand the tax process is exactly why Perez Tax Services was created.
Do you file Federal and California returns?
Yes. We prepare and electronically file both Federal and California state tax returns for students, individuals, and self-employed clients.