Customized approach

Do you find taxes stressful? Or are they kind of fun for you? We will support you fully, whether you want to be as hands-off as possible, or you want to learn as much as you can. 

simplicity

Valere Tax Services is fully online. Everything happens in our secure client portal/app. Simply send photos of all your documents from your phone. You can also book online meetings and securely communicate directly from the app.

Expertise

Valere Tax Services is led by Tasha Dalstra, an Enrolled Agent with seven years of individual income tax preparation experience. First and foremost, Tasha wants to listen to you and make sure you are comfortable with the process.

Federal 1040 package

Includes:

• One W-2, SSA-1099, or 1099-R per taxpayer
• One 1099-INT or 1099-DIV per taxpayer
• Earned Income Credit
• Child Tax Credit/Additional Child Tax Credit
• Credit for Child and Dependent Care Expenses
• Premium Tax Credit

$250

Additional 1040 services

(Requires a package)

• Additional W-2, SSA-1099, 1099-R, 1099-INT or 1099-DIV: $5 per form
• Itemized Deductions (Schedule A): $50
• State or local returns: $50 per return
• Working Families Tax Credit (WA state): Free with Federal 1040 package
• Self-employed (Schedule C and Schedule SE): Starting at $75 per business
• Captial gains/losses (Schedule D and Form 8949 with up to 3 1099-Bs)*: $40
• Additional 1099-Bs: $10 per form
• Education Credits (Form 8863): $50
• Foreign Earned Income Exclusion: $75
• Foreign Tax Credit: $50
• Rental income (Schedule E): $75 per rental
• Farming and Fishing Income (Schedule F): $75
• Amended return (1040X): Free if our mistake; otherwise starting at $50

* 1099-Bs can contain many transactions and we may need to charge more if this form contains more than five transactions.