Predictable Tax Fees — No Annual Surprises

One of the biggest frustrations clients have with tax preparation is never knowing what next year will cost. Our FeeLocker Pricing Promise is designed to change that.

With FeeLocker, your tax preparation fee is locked for your first three tax years with Polzin Integrated Tax — providing clarity, consistency, and peace of mind.

How FeeLocker Works

  • Your tax preparation fee will not increase for three consecutive tax years

  • The three-year period begins with the first tax return filed with our firm

  • Your fee remains locked as long as your tax situation does not substantially change

After the three-year FeeLocker period ends, pricing may be adjusted based on our current rate schedule and the complexity of your return at that time. Any changes are reviewed and communicated before work begins.

What Counts as a “Substantial Change”?

FeeLocker is designed to keep pricing fair and predictable. A fee adjustment may be required if your tax situation changes in ways that materially increase complexity, including (but not limited to):

  • Starting, acquiring, or selling a business

  • Adding rental real estate

  • Receiving K-1 income

  • Filing in multiple states

  • Significant increases in investment, trading, or crypto activity

  • Major life events (marriage, divorce, relocation)

  • IRS notices, audits, or prior-year cleanup work

If a substantial change occurs, pricing is reviewed and discussed before work begins.

Fees Can Go Down — But Not Up

Under FeeLocker:

  • Your fee will not increase during the three-year period

  • Your fee may decrease if your return becomes less complex

For example, a return may move from Standard 1040 pricing to FAST 1040 pricing if complexity is reduced.

Deposit Policy (Applies to All Clients)

To begin tax preparation each year, a deposit is required:

  • $200 deposit for new clients

  • $100 deposit for returning clients

  • Deposits are required each tax year

  • Deposits are applied toward your final invoice

  • Tax preparation does not begin until the deposit is received

This policy applies regardless of FeeLocker status.

Who FeeLocker Is For

FeeLocker is automatically included for all new tax clients and is ideal for individuals and families who value:

  • Clear expectations

  • Long-term relationships

  • Proactive, organized tax preparation

There is no separate enrollment — it’s simply how we do business.

The Bottom Line

FeeLocker removes the guesswork from tax preparation pricing, while keeping flexibility when life changes.

If your situation stays largely the same, your fee stays the same.

< Back to Pricing
Let's start working together >