What we do.
Chalice Tax has three major focuses: tax return preparation, tax estimates and planning, and tax consultation. Our goal is to provide the tax service each client needs, whether that is comprehensive tax services, just a quick question, or anything in between.
|
Return preparation
Our cornerstone service is preparing tax returns for individuals, non-profits and trusts. We collect information and tax forms from you via our secure portal, prepare a return, you review it and sign it electronically, and we file. We can work with clients in all 50 states and DC.
|
Tax planning
We provide a plan to help you pay your taxes on time and in the correct amount, and also a comprehensive review to make sure you aren't paying more than you should, including tips for how to lower taxes in current and future years.
|
Consultation
Some clients just have one or two particular questions they need an expert to answer. We provide research and answers at an hourly rate; most questions can be answered with an hour consultation, which includes any research or calculations needed.
|
Pricing
Every client and every return is unique, so we have a pricing structure that reflects that. We also know that our clients usually come to us because they know that their tax situation is too specialized or complex for them or for the most readily available automated tax software. We would love to talk to you about our prices in our first meeting. We cost more than the big box tax companies or their online versions, because we offer personalized service with someone you know and can build a relationship with, and because we do specialized tax work that those stores aren't usually well equipped to do (even when they say they are). But we also keep our overhead costs low, so that we can continue to be more affordable than most independent tax preparers. We intentionally do not have a physical storefront, preferring to instead give those overhead savings back to you, the client, in the form of lower rates.
|
Pastoral care for taxes!
Tax time can bring up all sorts of anxiety: will I owe, will I have to do math, will I make a mistake and have the IRS come after me? What we provide that the big tax companies can't is a personal touch, with someone to provide both expertise in taxes but also a friendly presence to guide you through the process and take the hard parts off your shoulders. Most of our clients come back each year, building a relationship over time.
|