Step By Step Tax Solutions
Tax preparation for Tulsa individuals and businesses.
Accepting new clients as seasonal capacity allows.
A separate firm, and always optional
Step By Step Tax Solutions is its own company, with its own engagement letter. It's owned by Kevin Jacobs, who also owns Step By Step Financial, LLC, a registered investment adviser, and the two share an office.
- You can use Step By Step Tax Solutions without using Step By Step Financial.
- You can use Step By Step Financial without using Step By Step Tax Solutions. Many financial planning clients keep their own tax preparer.
- Neither firm requires you to use the other.
What we prepare
- Individual returns: 1040, state, Schedule C, and rental income
- Business returns: S corporations, C corporations, and partnerships
- Trusts and estates: Form 1041
- Dependents: children's returns
- Amended returns
Includes federal and state preparation, e-filing, review, and next-year tax ideas. We also explain routine IRS letters about returns we prepared.
Not included: audit representation, appeals, bookkeeping, and payroll. Representation before the IRS requires a separate authorization.
Pricing
| Form 1040 | $500 |
|---|---|
| Form 1040 with rental income | $650 |
| Form 1040 with self-employment income (Schedule C) | $850 |
| Return for a dependent child | $250 |
| Amended return | $500 |
| S corporation (Form 1120-S) | From $1,000 |
|---|---|
| Partnership (Form 1065) | From $1,000 |
C corporation, trust, and estate returns, and returns with multiple rental properties, businesses, or states, are priced on our first call, before any work begins.
Your price is confirmed on our first call, before any work begins. Payment is due before we file your return.
How it works
- A short call. Confirm returns needed and price.
- Sign the engagement letter.
- Send your documents through our secure upload portal. Use our document checklist.
- We prepare your return for review.
- Approve and pay; we e-file.
What we ask of you
Send accurate, complete documents on time and review before filing. Late documents can delay your return.
Your information
We protect your tax information under federal law. If you'd like us to share your tax information with Step By Step Financial, you'll be asked to sign a separate consent form. Signing it is your choice and isn't required to have your return prepared.