The Process, Professionalism, & Pricing
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
The Process
My tax professional services are 100% virtual and 100% paperless. Every interaction, communication, or operation will be done using a computer, laptop, smartphone, and/or tablet. I utilize state-of-the-art software and have partnered with many top level servicers to deliver a high quality product. From start to finish, this is the process:
- Complete the Client Intake form on this website (found under the “Start Here” button).
- I review the intake form, and either reach out with more questions or you are automatically invited to create an account.
- You create your online account with my virtual office using a link provided.
- Inside the account, aka document portal, you are asked to download a Tax Checklist, download an app for your smartphone, and pay the “New Client Deposit”.
- After the deposit is paid, you are assigned a Tax Organizer. This organizer is “smart” as it will expand or contract based on your answers.
- At this point, you have the option to schedule a “pre tax interview” via Zoom where we would meet live, virtually, and discuss anything you want to go over before we start… or just get to know each other.
- Following the instructions in the organizer, you answer questions and upload your documents as requested throughout. The smartphone app has a built-in scanner that you can use to scan paper docs directly to your folders.
- You submit the organizer once complete and all your docs are uploaded.
- You select how you want to review your return when I’m done. You can opt for another Zoom appointment where I screen share your return and review it line by line. You can also choose to have a recorded video prepared and watch it on your own time, or I can provide a brief written summary in the portal.
- When you are satisfied with the return preparation, I will request digital signatures and final payment.
- After #10, you return is electronically filed and a pdf is available to you for download.
- The document portal is available to you for one year after completion or as long as you are a client. I keep three years of your returns and tax docs available to you in your portal.
- You ALWAYS know where you are in the process as I communicate frequently and regularly.
The Professionalism
As an Enrolled Agent, I have extensive education and experience in all tax matters and take mandatory continuing education every year to stay current. I have clients with very basic tax needs all the way to corporations and partnerships with employees on payroll. Many of my clients are public safety… specifically fire. And many of my clients either have a small business, rental properties, or both. In the next 6-8 months I will be expanding my services to include real estate specific tax strategies. I consider real estate my “niche”, and many of my clients would benefit from more personal, one-on-one consultations throughout the year regarding their real estate investments.
The Pricing
There are many variables that contribute to your fee. But my fee schedule is generally structured based on the amount of time and specific knowledge needed to complete your return from start to finish.
My fee includes:
- Your own virtual office and document portal. You can access your pdf return and documents anytime you like, communicate directly with me, sign documents and pay invoices.
- Limited tax support for the year. You got questions? I got answers.
- Free document review. If you ever receive a letter or notice, I’ll explain it for free.
- Tax withholding analysis. I’ll advise you on how to set up your tax withholding so you never have to owe taxes again.
- Mid-year check-ups. I’ll review paystubs, income, expenses with you to ensure you’re on track before the year ends.
- Peace of mind. As a licensed Enrolled Agent, I am required to be up-to-date with the latest tax code changes and new laws. Your return will be accurate and you will get every credit/deduction/expense available. Enrolled Agents are the ONLY tax professionals licensed in all 50 states to practice before the IRS.
To see my pricing, view the Start Here page.