GREAT WATERS TAX PREPARATION SERVICE INCLUDES
Direct connection with the Tax Professional
We have partnered with a CPA firm that has the ability to offer both virtual and in-person meetings to complete your tax returns.
Accurate and Timely Filing
Once all necessary documents are collected you will be able to walk away from your tax prep meeting with a completed tax return and clear instruction of any next steps.
Year-Round Support
Our team is available throughout the year to answer tax-related questions and provide ongoing support.
WHAT TO EXPECT FROM GREAT WATERS TAX PREPARATION
Reserve Your Spot
We have a limited amount of space for this year’s tax preparation service. Make sure to reserve your spot as soon as possible.
Click here to start the process.
Onboarding & Schedule A Meeting
Once all 2025 tax documents are available, you will receive a questionnaire to begin your tax prep process. Then you can schedule your meeting with a licensed tax professional to complete and file your return.
Gather Documents
Our team will help you determine all of the documents needed to complete your tax return.
Drafting & Filing Your Tax Return
At your scheduled meeting you will be able to sit down with a licensed CPA who will complete your return. You will walk away with a completed tax return and clear next steps whether it was in-person or virtual.
TAX PREPARATION PRICING
| Tax Service | Price |
|---|---|
| Joint 1040 Return | $700.00 |
| Each Additional Dependent | $100.00 |
| Schedule C | $150.00 |
| Schedule E – Per Property | $150.00 |
| Schedule F – $150.00 | $150.00 |
| Each Additional State | $150.00 |
| Sale of Asset (Form 4797) | $200.00 |
| Trust Return | $1350.00 |
| Amendment | Included |
Review your choices every year
At Great Waters Financial, we are committed to helping you Live Greatly®.Our tax preparation service is another way we deliver on this promise,providing you with the time and peace of mind to enjoy life while we manage the details.