Link to: Freshbooks
Tax Preparation Service
Secure File Transfer through: Link
Contact me for portal credentials.
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My passion is helping reduce my client’s anxiety during tax filing season. During my career I have helped thousands of clients meet their tax compliance responsibilities while keeping their tax obligation as low as possible. Over time my interview process has developed to give me confidence that after listening to you I can ask the proper questions to cover any credits or deductions you may be eligible for as well as determine what your proper tax amount is. Life changes and so does you specific tax situation. I love to help you manage those changes to your advantage regardless of where you are in your life journey. As I have heard it said “death and taxes.”
Mail order tax return service available. Snail Mail (PO Box 54, Ionia, MI 48846) please use priority mail. Secure online file transfer available. I request that my clients send copies of documents rather than originals.
Confidential, secure and convenient tax preparation.
1) Deliver copies of documents (priority mail) or secure file transfer (link).
2) Conduct phone interview for clarifications (one to two week turnarounds).
3) Authorize electronic filing of your returns (sign your returns).
4) Pay preparation fee.
1040 —- $119.00
Schedule A —-$80.00
State —- $70.00
fees for additional forms by request.
Form 8880 or AKA “The Saver’s Credit”
I have learned to ask you the right questions in order to prepare tax returns that protect your income and save you tax dollars. I help you meet your tax compliance needs. After all, the expectation in the United States is that a taxpayer gets to keep what they pay tax on. So whether you are self-employed, have rental property, investment, social security, or a health insurance deduction. I have probably handled a similar situation or know how to find answers that will help me prepare a complete and accurate tax return that helps you keep as much of your income as is legally possible.
This year promises to have a number of significant changes in the industry. I am busy studying and preparing and will be ready when time comes to assist you with adjusting to and taking advantage of this years changes to our tax code.
I have been using software from Drake, a software company out of Rome, Georgia. They are leaders in the industry and their software provides me with the capability to do a large range of states and return types. I do 1041, 1065, 1040, and 1120S returns. As well as multi-state returns if you are on the move.
I do what I love. Wave does the rest