The Tax Coach

The Tax Coach

3 employees
9 years in business

About this pro

I have 12 years of tax preparation experience while owning 12 franchises to preparing taxes individually. My experience will leave you without questions and giving you the answers needed to help you sleep at night that your return has been done properly. Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Here are the services you will receive... •Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS inquiries. •Your tax return can be filed electronically so you will get a refund back quicker. •We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability. •If you have a small business and need advice and counsel on how get your books in order we can be of help getting both your schedule C and individual tax return prepared and filed. •Refund anticipation loans for customers who request it. •For customers who request it, we will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months. With just a few clicks all you have to do is... •Request an individual account to be established and we send you a user name and password •Login, fill out a brief tax questionnaire, upload your documents and provide your credit card information We handle the rest... •Any follow up questions or concerns will be addressed via email, telephone, or INTERNET conference (e.g. SKPE or Yahoo) •We will send an email confirmation when your returns are complete •Your returns will be available for printing and saving through our secure client portal Our company provides outstanding service to our clients because of our dedication to four underlying values of professionalism, responsiveness, technology and quality. Professionalism-providing the highest quality service and ensuring our service is accurate, timely, and meets the needs of our clients. With our highly trained and knowledgeable tax staff we will be able to deliver outstanding client service time and time again. Responsiveness-our company is very responsive. Our clients continue to rely on our ability to provide fast, accurate, and insightful information. We largely provide tax advice, tax preparation services and counsel to individuals and to small businesses. Technology-our company leverages technology to enhance the client engagement process. Clients are extremely busy and they need services when they want and where they want it. The internet allows us to securely gather client data, interface with client, and allow clients real time and secure access to their tax/financial information. We use technology to truly create time utility for our clients. Quality-tax preparers and other financial advisors can only be differentiated by the quality of services provided. We set the highest standards for ourselves. Our primary goal is to become a trusted advisor to enable our clients to make highly informed financial decisions. We continue to professionally educate ourselves to ensure that we remain ahead of the technical curve to improve client service. We will answer any questions as they relate to your tax and financial matters

I have a passion for giving customers insight,quality,and value within tax preparation. Coaching clients through minor or complex tax situations is what I enjoy.

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Indianapolis, IN 46278
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What is your typical process for working with a new customer?

1. Free tax consultation over the phone to make sure we are a good match for each other.

2.  If we are a match then we will start the client intake form.

3. When client information is giving then that is when we go to work.

4. Discussion with client over taxes while data is being inputed.

5. Client reviews return with me and we decide to make sure everything is correct before I file the return.

6. Return filed with IRS  and paper work signed electronically.  Customer will be giving IRS acknowlogenment to ensure taxes have been submitted to IRS.

7. If any questions through the submission process clients can call anytime.

What education and/or training do you have that relates to your work?

I am a member of NAFTP and I have trained tax preparers for several years within a large franchise that has processed over 1200 returns a year.

I also have my Masters degree in Business. While being a Registered Tax Preparer with the IRS and an authorized Efiler.

Do you have a standard pricing system for your services? If so, please share the details here.

My pricing varies by what forms we have to submit with the IRS. We are very competitive in pricing. I will work with anyone with pricing to ensure everyone has a chance to get their taxesfiled professonally

How did you get started in this business?

I opened up a major tax franchise in 2006. After that I enjoyed learning tax laws and regulations and helping the common American

What types of customers have you worked with?

I have worked with factory workers, Doctors, Lawyers, Teachers and self employed. We do not discriminate. We will work anyone.

Services offered

Individual Tax Preparation Tax Preparation Services Tax Accountants