Tax returns and planning for individuals and families
We prepare your federal and Kansas returns, explain what changed from last year, and plan ahead so April holds no surprises.
At a glance
- Returns from
- $275
- Forms we file
- 1040, K-40, 1040-ES, Schedule E
- Next deadline
- Jan 15 Fourth-quarter estimated tax
- Lead partner
- Diane Keel
What we do for you
Returns, done right
Federal and Kansas returns, e-filed, with a one-page summary of what changed since last year.
A fall planning meeting
Thirty minutes each October or November, while there’s still time to change the outcome.
Life changes
Marriage, a new baby, a house sale, an inheritance or a move out of state.
Retirement income
Social Security timing, required minimum distributions and Roth conversions.
Your year, month by month
What happens when, so nothing arrives as a surprise.
- Jan
W-2s, 1099s and your organizer arrive. Upload them as they come.
- Feb
We start returns in the order documents are complete.
- Mar
Review call or meeting for anything unusual.
- Apr
Returns filed by April 15, or an extension if something is missing.
- Jun
Second estimated tax payment, if you make them.
- Sep
Third estimated payment.
- Oct
Extended returns filed. Fall planning meetings begin.
- Dec
Last chance for gifts, charitable giving and Roth conversions.
Deadlines that apply to you
The next dates for this kind of client.
January 2027
Fourth-quarter estimated tax
Add to calendar: Fourth-quarter estimated tax, January 15, 2027
April 2027
Individual returns, or extension
Add to calendar: Individual returns, or extension, April 15, 2027
First-quarter estimated tax
Add to calendar: First-quarter estimated tax, April 15, 2027
June 2027
Second-quarter estimated tax
Add to calendar: Second-quarter estimated tax, June 15, 2027
September 2027
Third-quarter estimated tax
Add to calendar: Third-quarter estimated tax, September 15, 2027
What it usually costs
Fixed fee quoted on your intro call.
| Service | Typical fee |
|---|---|
| Simple return: W-2 income, standard deduction | $275 – $400 |
| Itemized deductions or investments | $450 – $750 |
| Each rental property | $175 – $300 |
| Self-employed income (Schedule C) | $650 – $1,100 |
| Fall planning meeting | $250 |
Your partner
Who you’ll work with
Diane Keel, CPA, CFP®
Managing partner
Most of her clients are families and retirees who want fewer surprises in April. She meets each of them once in the fall, when there’s still time to change the outcome.
Common questions
My old preparer retired. What do you need from me?
Last year’s federal and Kansas returns, this year’s tax documents, and a photo ID. We handle the rest, including carrying over depreciation and losses.
Do you file Kansas returns for people who moved away?
Yes. If you lived or earned income in Kansas for part of the year, we file a part-year Kansas return alongside your new state’s return.
Is Social Security taxed in Kansas?
Kansas stopped taxing Social Security benefits starting with 2024 returns. Some of your benefits can still be taxable on your federal return.
Start with a 20‑minute intro call.
Free, by phone or video. We’ll ask a few questions, tell you what we need, and quote a fixed fee before any work starts.
The office
214 Commercial Street
Alder Grove, KS 66800
[email protected]
For questions only. Never send documents by email.
| Monday to Friday | 8:00 am – 5:00 pm |
|---|---|
| Saturday | Closed |
| Sunday | Closed |
| Monday to Friday | 8:00 am – 6:00 pm |
|---|---|
| Saturday | 9:00 am – 1:00 pm |
| Sunday | Closed |
Parking behind the building off Walnut Street. Step-free entrance at the back door.