10/13/2026
📢 A Little Clarification About My Tax Preparation Fees
Good evening, everyone! ❤️
I wanted to take a moment to address something that has recently come to my attention regarding my tax preparation fees. I understand that everyone has a budget, and I respect that. However, I also believe it's important to understand what goes into preparing a tax return and why fees may vary from one tax preparer to another.
💰 Let's talk about tax refunds!
One common misconception is that everyone automatically qualifies for a certain amount per dependent. For example, having a child does not automatically mean you will receive $3,000 per child. The amount you may qualify for depends on several factors, including your income, filing status, the child's eligibility, and other IRS requirements.
Your income plays a BIG role in determining which tax credits and deductions you may qualify for. Every taxpayer's situation is different, which is why tax refunds cannot be guaranteed or determined by simply counting dependents.
📋 Now, let's talk about my preparation fees.
I believe my rates are reasonable for the services I provide. Before becoming an independent tax preparer, I worked for well-known tax preparation companies, including Liberty Tax and H&R Block. I have experience working in this industry, and I understand the time, knowledge, and effort required to prepare a tax return accurately.
Please keep in mind that not all tax returns are the same. A simple W-2 return is very different from a return involving self-employment, business income, multiple expenses, or additional documentation.
📚 If you own a business, there's more involved than simply entering numbers into a tax return.
When I have to review bank statements, sort through receipts, organize transactions, categorize business expenses, and determine which expenses may be deductible, that requires additional time and work. These tasks can fall under bookkeeping services, depending on the work involved, and they go beyond basic tax preparation.
A CPA or other professional may charge additional fees for these services as well. The cost ultimately depends on the complexity of your situation and the work required.
⚖️ I take my responsibility as a tax preparer seriously.
I follow applicable tax laws and IRS guidelines. I will not add expenses that cannot be substantiated, report income inaccurately, or claim deductions and credits simply to increase someone's refund. My goal is to prepare your return accurately, ethically, and in accordance with the law.
I understand that some people may find a lower-priced option elsewhere, and that's completely okay. Everyone has the right to choose the tax professional who best fits their needs and budget.
However, please remember that you're not just paying for someone to enter numbers into a computer. You're paying for the time, knowledge, attention to detail, and work involved in preparing your return correctly.
I value every client who trusts me with their tax preparation, and I appreciate your continued support as I grow my business. ❤️
Thank you for understanding and supporting my business! 🫶🏼
— Rose Castillo ✨
