Traditional client
Call, email or come by. Staff handle the scheduling and paperwork with you.
- Call the office
- Email the office
- Staff-assisted scheduling
- In-person appointments in Kilgore
Appointments
Appointment options and tax-preparation pricing
Review services, starting prices, meeting lengths and how to prepare. Work with VSS the traditional way or through the optional online path, whichever fits you.
Online scheduling isn't available yet. Call VSS Financial Group to check current availability and schedule your appointment. Call 903-483-3001.
Two ways to work with VSS
Choose the client experience that works best for you
Traditional appointments remain available, while clients who prefer a secure online experience can complete intake, upload documents and manage communication digitally.
Digital client
Optional
An optional online path for clients who prefer to handle intake and documents digitally.
Choose a service
Pick the appointment or service you need.
Optional secure profile
Set up secure access only if you choose the online workflow.
Complete intake
Answer the intake questions for your service.
Upload required items
Share documents through a secure channel.
Schedule your appointment
Confirm a time that works for you.
Ready to start? Choose your service below or learn how secure access works.
Secure online access is never required just to be a client. It becomes part of your service only when you choose the online workflow, or when VSS confirms a secure e-file workflow that requires documents or signatures.
Choose a service category
Choose an appointment
Choose appointment format
Date and time
Online date and time selection isn't available yet. Call the office for current availability and scheduling assistance.
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
Tax class options
Class options are reviewed during the free information session. Selecting a class does not enroll you.
- Self-Paced Tax Class$399.99
- Instructor-Supported Tax Class$697
Financial coaching is educational support. It is not investment management, securities advice, credit repair, legal advice or guaranteed debt elimination.