Are You New To The "Tax Family"?

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Yes. When scheduling an appointment with James Family Tax you will have the option to select your appointment preference. 

We strive to be fair when it comes to our pricing. All prices are based on the forms that are needed for an accurate filing and maximized return. The most recent tax season had an average cost for a personal return of $200. Free quotes are offered for your specific tax situation. Check out or "Tax Prep Cost Calculator" here.

James Family Tax is an authorized e-file provider. We file all returns electronically and directly to the IRS. Some rare circumstances do warrant a return be mailed and we work with our clients to make sure those returns are sent.

James Family Tax works year round to support our clients and their tax needs. Appointments are always available for needs after the filing season. 

We understand that It can sometimes be unclear on exactly what you need ahead of time for a tax appointment. We try to make this simple by asking that you:

1. Upload any documents that you believe are tax related to our secure portal ahead of your appointment if possible.

2. Complete the client interview on our client portal. [Portal Link Here]

When you do this our team will look at the combination of documents available and your interview to determine what else we might need and can reach out to request specific items that may be missing. 

We may also need...

• Current drivers license
• Social security cards
• verification of eligibility for certain credits such as education credits, child tax credits, and Earned Income Credit.