Tax Services

We offer a tax preparation service for a flat $65 fee, but also want to give you options for self-preparing.

Have Community Ladders Prepare Your Taxes

We charge a $65 flat rate for our members filing single or joint returns. This does not include small businesses filing on 1040 schedules (e.g. S-Corp, sp’s, LLCs). The non-member rate is $75.

Taxes are prepared by Bill Varettoni, who is a registered tax preparer with the IRS, a graduate of the Jackson Hewitt Full Tax Preparation Course, and has a degree in accounting. Contact us to schedule an appointment or request more information.

Free Filing for Lower Incomes and Limited Deductions (1040EZ filers)

If you make less than $58,000, the IRS has compiled a list of free filing options, including TurboTax, which offers free 1040EZ filing. However, form 1040EZ is quite restrictive in what you can deduct, which is why paid preparers rarely use it (e.g. no dependents, no capital gains, no adjustments to income, no itemized deductions).

To do state returns for free, you can file electronically through your state site once you have completed your federal taxes:
VA: http://www.tax.virginia.gov
DC: https://www.taxpayerservicecenter.com/individual/Ind_Logon.jsp?type=100
MD: http://individuals.marylandtaxes.com/filinginfo/efile.asp

Higher Incomes and Full Form, Self-Prepared Filers

The market leaders in this category are TurboTax and H&R Block, which sell their software online or via CD. Check the fine print to determine how much the state add-on will cost (if you choose not to do it separately through the state sites listed above), as this will often add $30 or more to the price of your software.

Deductions Guidance

Many of you have received tax guidance as part of our financial planning process. If you have any questions about our recommendations, please ask us.

We recommend checking out “The Most Overlooked Deductions” from Kiplinger.

To schedule a tax session or receive more information please contact us