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VSS Financial Group

Appointments

Appointment options and tax-preparation pricing

Review services, starting prices, meeting lengths and how to prepare, then call the office to schedule.

Online scheduling isn't available yet. Call VSS Financial Group to check current availability and schedule your appointment. Call 903-483-3001.

Choose a service category

Service category

Choose an appointment

Appointment or tax package

Choose appointment format

Appointment format

Select a service to choose an in-office, online or phone option when available.

Date and time

Online date and time selection isn't available yet. Call the office for current availability and scheduling assistance.

Call 903-483-3001

Same-day appointments: same-day appointments are not self-scheduled. Call the office to ask whether same-day time is available. Calling does not confirm an appointment.

Cancellation and scheduling policy

Appointments cancelled or rescheduled with less than 24 hours' notice, and appointments missed without notice, may be subject to a $50 fee. A five-minute grace period applies. Arrival after the grace period may require rescheduling if the remaining time is not sufficient to provide the scheduled service.

Appointment requests are not complete until confirmed by VSS Financial Group.

Appointment requests are confirmed by phone. Call the office to schedule.

Tax-preparation packages

Starting prices assume complete and organized records. Your final preparation fee is based on the forms, schedules, states, businesses, properties, transactions and additional work required. You will receive and approve your final price before the return is filed.

Tax-preparation fees are not based on the amount of a refund.

Essential W-2 Return

Starting at $195

Typical meeting: 35–45 minutes. First-time clients may need up to 60 minutes.

In office or Online

Includes

  • One federal Form 1040
  • Up to two W-2s combined between taxpayer and spouse
  • Standard deduction
  • Up to two dependents
  • Earned Income Credit and Child Tax Credit when applicable
  • Up to two Forms 1099-INT or 1099-DIV
  • One SSA-1099
  • Federal electronic filing
  • Digital copy of the completed return

Not included

  • State return
  • Schedule A, C, D, E or F
  • Form 1095-A/8962
  • Education credits
  • Child and dependent-care credit
  • Cryptocurrency
  • Rental income
  • Self-employment income
  • Prior-year returns
  • Amended returns

Family and Education Return

Starting at $245

Typical meeting: 35–45 minutes. First-time clients may need up to 60 minutes.

In office or Online

Includes

  • Everything included in Essential W-2 Return unless superseded below
  • Up to four W-2s combined between taxpayer and spouse
  • Up to four dependents
  • Earned Income Credit and Child Tax Credit when applicable
  • Child and dependent-care credit when applicable
  • One Form 1098-T and applicable education-credit review
  • Student-loan interest
  • Common retirement and unemployment income
  • Standard deduction
  • Federal electronic filing
  • Digital copy of the completed return

Homeowner and Itemized Return

Starting at $325

Typical meeting: 35–45 minutes. First-time clients may need up to 60 minutes.

In office or Online

Includes

  • Family and Education package allowances
  • Up to four W-2s combined
  • Up to four dependents
  • Schedule A
  • Mortgage-interest statement
  • Property-tax information
  • Charitable contributions
  • Common medical-expense review
  • Federal electronic filing
  • Digital copy

Investment Return

Starting at $345

Typical meeting: 35–45 minutes. First-time clients may need up to 60 minutes.

In office or Online

Includes

  • Form 1040
  • Up to four W-2s combined
  • Schedule D
  • Interest and dividend income
  • One consolidated brokerage statement
  • Up to 10 reported investment-sale transactions
  • Federal electronic filing
  • Digital copy

Not included

  • Cryptocurrency reconciliation
  • Incomplete cost basis
  • More than 10 transactions
  • Multiple unorganized brokerage statements
  • Business, rental or farm income unless separately added

Self-Employed Return

Starting at $545

Typical meeting: 35–45 minutes. First-time clients may need up to 60 minutes.

In office or Online

Includes

  • Form 1040
  • One Schedule C business
  • Up to four W-2s combined
  • Up to three Forms 1099-NEC or 1099-K
  • Ordinary business-income and expense review
  • Self-employment tax calculation
  • Applicable QBI calculation
  • Estimated-tax discussion
  • Federal electronic filing
  • Digital copy

Not included

  • Bookkeeping cleanup
  • Inventory reconstruction
  • Payroll reconciliation
  • Vehicle-log reconstruction
  • Multiple businesses
  • Business-entity returns
  • State returns
  • Disorganized or incomplete records

Rental Property Return

Starting at $395

Typical meeting: 35–45 minutes. First-time clients may need up to 60 minutes.

In office or Online

Includes

  • Form 1040
  • One Schedule E rental property
  • Rental income and ordinary expense reporting
  • Basic depreciation review when complete records are supplied
  • Federal electronic filing
  • Digital copy

Not included

  • Additional rental properties
  • Property acquisition or disposition
  • Missing depreciation schedules
  • Cost-segregation issues
  • Bookkeeping reconstruction
  • State returns

Farm Return

Starting at $545

Typical meeting: 35–45 minutes. First-time clients may need up to 60 minutes.

In office or Online

Includes

  • Form 1040
  • One Schedule F farming activity
  • Ordinary farm income and expense reporting
  • Applicable self-employment-tax calculation
  • Federal electronic filing
  • Digital copy

Not included

  • Depreciation reconstruction
  • Equipment or asset sales
  • Disaster-loss calculations
  • Incomplete bookkeeping
  • Multiple farming activities
  • State returns

Common additions that may affect your final price

  • W-2 above the package allowance$10 each
  • Dependent above the package allowance$25 each
  • Standard additional state returnStarting at $70
  • Complex or nonresident state returnStarting at $125
  • 1099-NEC or 1099-K above the package allowance$20 each
  • Additional Schedule C businessStarting at $300
  • Additional rental propertyStarting at $150
  • Form 1095-A/8962Starting at $75
  • Additional Form 1098-T/studentStarting at $50
  • Investment-sale transactions above 10$5 each
  • Cryptocurrency reconciliationStarting at $150
  • Disorganized-document processingStarting at $75
  • Missing-record reconstructionQuote required
  • Rush handlingStarting at $150
  • Less-than-24-hour cancellation, rescheduling or no-show$50

Estimated starting price only. Your final preparation fee is based on the forms, schedules, states, businesses, properties, transactions and additional work required. You will receive and approve your final price before the return is filed.

Programs and ongoing services

Ongoing bookkeeping

Recurring bookkeeping is set up after an approved consultation.

  • Monthly Core BookkeepingStarting at $300
  • Up to 100 monthly transactionsStarting at $300
  • Up to 200 monthly transactionsStarting at $500
  • Up to 500 monthly transactionsStarting at $750
  • Catch-up bookkeepingStarting at $350 per backlog month

Business-service packages

Informational packages. Consultation required before any package begins.

  • Compliance Keeper$325
  • Founder Suite$750 plus applicable filing fees
  • Partner Suite$1,000 plus applicable filing fees
  • Nonprofit Starter$1,100 plus applicable filing/user fees
  • Tax-Ready Suite$1,250 plus applicable filing fees
  • Full Launch Enterprise Suite$2,250 plus applicable filing fees

Training programs

Programs are discussed during the training consultation. There is no automatic enrollment.

  • Self-paced/basic tax-preparer training$399.99
  • Comprehensive instructor-supported training$697

Financial coaching is educational support. It is not investment management, securities advice, credit repair, legal advice or guaranteed debt elimination.

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