About
We are competitive and have been doing bookkeeping and tax returns for 30 years. We care about getting the very best results possible and provide useful tax tips based on client tax situation.
I love helping people understand taxes and bookkeeping. I am always looking for ways to save clients money.
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James L.
Evelyn C.
Feras F.
Vicki W.
Randy D.
Susan S.
Frequently asked questions
What is your typical process for working with a new customer?
When you decide to work with us we start with a phone conference and we make notes as you respond to questions that are comprehensive and we get to know you and this gives us a better understanding of your particular tax situation. We then go over all the documents we will need and provide you with a secure link to upload those docs to us. During the tax preparation we may contact you for quick questions by email, text or phone according to your preferences. Then a pdf is uploaded to you and a phone conference is arranged to review the tax return together. This insures accuracy. A few final questions and we efile. We will provide a pdf and a hard copy if you prefer. Your documents never leave your hands so no chance of losing anything. Safe,fast and secure.
What education and/or training do you have that relates to your work?
30 years as a bookkeeper and tax preparer. I am an enrolled agent which carries the same weight as an attorney or CPA with IRS, QB certified, and a graduate of Griffin Business College in Bellevue, Washington where I studied accounting and personal and business taxes. I worked 15 years for HR Block as a master tax preparer. My partner and I have over 25 bookkeeping clients and 125 tax clients.
Do you have a standard pricing system for your services? If so, please share the details here.
Each tax return is unique however we do have some basic prices. 1040/540 returns with itemized deductions 75.00
Dependents which add tax credits increase the price of the return 25.00
Small business or rental requiring schedule C or E 25.00 - 75.00
Sale of business assets (eg. rental) 25.00 - 75.00
Schedule D (sale of stock) depends on transactions N/C - 50.00
Sub S Corp 250.00 - 550.00
C Corp 250.00 - 550.00