Going the Extra Mile. In most cases your tax preparer will do your taxes based on the information you provide them, from your documents, and questions relating to the prior year. If you have a pretty constant lifestyle, that may be fine. Part of the solution to tax savings is making sure I have all the pieces & putting those pieces together in the most beneficial way (make sure you have everything you did the prior year). However, lives change and something you thought was an unimportant detail can make a significant change on your taxes.
What I do differently: A full interview the first time I meet with you. A series of questions designed to trigger your memory regarding changes during the year.
For example, a person I did taxes for assumed she could not use health insurance for medical because she never did in the past & the CPA also assumed such was the case. I decided to ask and her medical was high enough to not only get her several thousand dollars refunded but questioning also found out she had qualified for years and those returns were amended. We can always use a few thousand dollars, can't we? Particularly when we were entitled to it in the first place?
What I do differently: FREE review of prior year income tax returns and other business returns because I know there is a very high liklihood prior returns have either missed something or have been done in error. It is my job to advise you if you could do something differently
The little things matter. For example, I even put postage on the forms to mail in so you don't have to wait in line at the post office.
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Convenience and affordability.
Convenience: I offer some weekend and evening hours. You can pay with credit card if you like. If you are a business, coming to your office is always an option. And I am conveniently located in Kent, off 132nd Ave. I do all returns electronically unless you prefer otherwise. That includes all quarterly employment and business taxes.
Affordability: It's not all about money with me. While myrates are competetive, I often discount very large jobs. Free reviews of prior years returns have resulted in over $625,000 in unexpected refunds for clients!!! Oftentimes businesses save so much on their taxes that the savings not only pay for the fee involved but cover accounting fees for an entire year! See FAQ page.
My rates are roughly $120/hr (and $65/hr for bookkeeping).
Bookkeeping: I charge $65 per hour (for year-round bookkeeping). Bookkeeping needed with tax return will be at $120/hour.
Income Tax and Consulting: Average tax returns are typically $250-$350 after discounts have been applied. Partnership, corporation, and S corporation tax returns will be prepared for $400 (additional if it is very complex or bookkeeping is needed). All returns include free Efile.
Remember, you will receive a $25 new client discount AND you will have your return personally prepared by myself with a feedback session going over your tax return line by line. I also do a free review of prior year returns
One time items such as setting up chart of accounts, designing internal use reports, setting up payroll for you to enter will be $85 per hour depending on the type of work.
Why is Efile so great? You will get your refund in one week - no need to pay a tax franchise for an advance loan on your refund. If you owe money, you can epay. All you have to do it set up payment for April 15th & you don't have to worry about it. If you change your mind later, you can cancel the transaction.
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