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Getting Started

Thank you for choosing Alamo Bookkeeping & Tax Service for your tax preparation! Below are the items you'll need to get started:


WE ARE PLEASED TO OFFER AN ONLINE OPTION!
Through our Secure Client Portal, you may complete your tax organizer online, upload your accompanying tax documents, and download the engagement letter.

 

Click the button to download and complete a brief form that provides us with the basic information we'll need to create your web portal. Please fax the form to us at (925) 743-1193 or email it to frontdesk@alamo-tax.com. After your web portal has been created, you will receive an email with instructions on how to access the portal and get started with your tax preparation.

 


FOR THOSE WITHOUT RELIABLE COMPUTER ACCESS:
To get started, you'll need these 2 items:
Click the button to download and complete the form to engage us for your tax preparation. Please include the form along with your Tax Organizer.

 

The tax organizer is a simple form that is easy to fill out and will give us the necessary information we need about you to do your taxes. Just click the button to download.

Completed forms can be faxed to us at (925) 743-1193 or emailed to frontdesk@alamo-tax.com.


 

What Will My Fees Be Like?

Below is a sampling of fees for preparation of various types of tax returns.

Tax Return Mininum Charge Average Charge

Form 1040: Individual Tax Return $350 $500

Form 1040A / 1040EZ: Individual Tax Return $200 $250

Form 1065: Partnership/LLC** $600 $1,000

Forms 1120/1120S: Corporation/LLC** $800 $1,000

Form 1041: Estates and Trusts $350 $500

Form 706: Estates $1000 $1500

Form 709: Gift Tax $250 $250

Form 990: Exempt Organizations $900 $1,000

**LLC returns are based on election of corporate or partnership tax treatment.