Jeffers And Company
About
Unique approach to tax prepartion
including tax planning and financial services
We get to talk to people !
Highlights
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
new clients can meet:
in person
by phone
by video chat
We only require a few documents up front.
What education and/or training do you have that relates to your work?
BS Accounting/Finance University of Louisville
22 years extensive tax preparation experience
IRS authorized e-filer and AFSP certificate holder
Do you have a standard pricing system for your services? If so, please share the details here.
Our tax preparation service includes,
3 tax planning points
personal meeting, during the year, to discuss,
tax plan,
or mortgage, college, taxes, credit, anything
minor children $40
young adults (to age 30) $200
standard tax preparation $300
How did you get started in this business?
started by preparing my self-employed husband's taxes and payroll
beginning in 1995
What types of customers have you worked with?
all income levels
business owners
Describe a recent event you are fond of.
a client's daughter was accepted to Purdue,
and the tuition was guaranteed free, based upon income, for all 4 years
This is Mitch Daniel's program at Purdue.
What advice would you give a customer looking to hire a pro in your area of expertise?
We guarantee,
fast service
tax savings
tax planning included
no extensions
What questions should customers think through before talking to pros about their needs?
Is the tax pro good at, speaking with clients ?
Is the tax pro knowledgeable about -
college
investments
retirement
mortgages
credit