Remote Client Information and Fee Estimate

2011 Filing Season

Please follow the five steps on this page. First, fill out the Remote Client and Fee Estimate form, then click the 'DOWNLOAD' button. Once complete, you will be prompted to download your results as a PDF document, please 'save' the document to your computer as it will be needed for your submission in the next step below.

STEP 1: Complete Fee Estimate Form

A. Tax Payer Contact Information

* First Name:		* Last Name:
* E-mail Address:		* Filing Status:	Single    Married
* Date of Birth:
* Business Phone:		Home Phone:
Cell Phone:		Fax Number:

B. Spouse and Dependent Information

#	First Name	Last Name	SS# or TIN#	Birth Date	Relationship
1

2

3

4

5

C. Fee Schedule

Federal and One State		$
Itemized Deduction	Yes    No	$
Additional States	0 1 2 3 4 5	$
Moving Expense	Yes    No	$
Day Care Expense	Yes    No	$
Apply for TIN Number?	Yes    No	$
Stock Trade Transactions	N/A   1-3   4-10   11-25   Over 25	$
⇒ Please download and complete the following MS Excel Stock Trade Template:   Stock Trade Template NOTE:   If you have 25 or more stock trade transactions, we will contact you for the rate.
Total Estimate		$

D. Payment and Additional Information

* Payment Method:   Mail Cheque (before e-filing)    Secure Online Payment

Direct Deposit Information for Refunds:

Bank Account Number:   
Routing Number:   

Referred By:   


Additional Comments (Optional):
NOTE: Please state current mailing address (if different from W2 address)

E. Download the Form

IMPORTANT: Click this button to download a PDF version of this form.

STEP 2: E-mail Tax Documents

Please click the SEND E-MAIL button below, and attach the following documents:

• Remote Client Information and Fee Estimate Form (PDF document from Step 1 above)
  
   
•   If you have 5 or more stock transactions, attach the completed stock template
  (Excel spreadsheet from Step 1 above).
  
   
• All your tax-related documents, such as:
  • All w2s
  • Bank interest and dividend statements
  • Mortgage statement, property tax charity contribution amount, etc.
  • Stock sales
  • All other income-related documents
  • Student loan interest paid and college tuition amount paid in current year
  • Moving expense and miles moved
  • All other tax-deductible items

If you are having problems with the SEND E-MAIL button, login to your e-mail and send an e-mail with the above documents attached to: cpa@keystonetax.com

STEP 3: Receive Draft and Make Payment

We shall provide you with an initial draft and a file number within 48 hours. Review this and let us know your consent to proceed or if any changes are required. Once we agreed upon the final draft, an e-file authorization form (IRS form 8879) will be provided to you along with the final draft. If Direct Deposit is requested, your bank info will be printed on the form 8879. Please verify this information. For new clients there is a $25.00 set up fee that would be adjusted against your final service fee total.

Sign the form 8879 for IRS and State/s and e-mail or fax to us. Make your service fee before e-filing the return.

STEP 4: Submit Signed Form 8879 for e-Filing

Submit Form 8879 and then you're done!