Ideal Tax Group
We specialize in individual and small business taxes and accounting services.
Services are specialized based upon each individual client's needs. With over 25 years of Tax and accounting experience we have the experience and knowledge to provide you with complete and accurate individual and business tax and accounting services.
We offer the following services:
• Tax Preparation & Planning
• Accounting Software Selection & Implementation
• Business Consulting
• Business Entity Selection
• Financial Statement Creation
• Advisory Services
• Payroll Services
• Limited Sales Tax Services
We help clients:
- Register their business with the state
- Setup their tax ID and EIN
- Advise on setting up their sales tax accounts
- Ensure all of their company and business forms are accurate
- Complete all of their tax filings
We offer completely virtual, drop-off, and in person services.
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David E. S.
David E. S.
Frequently asked questions
What is your typical process for working with a new customer?
I like to get a little background on the client in order to understand their tax needs. I will ask for prior year returns as there are likely items on there that will carry over to the current year. It also give me an opportunity to see if there are things on there the client forgot to mention. I will have the client fill out my client information sheet and upload that through my secure portal along with all current year tax documents, identification, and prior year returns. Once I confirm I have all the documents requested I will begin the return and will contact the client if I run into any additional concerns or questions that I have. I like to keep my clients up to date through out the process.
What education and/or training do you have that relates to your work?
I have both an Associate and Bachelor degree in Accounting. I have prepared individual and small business tax returns for over ten years. I have previously managed a tax preparation firm and have worked at area CPA firms. I am a Quickbooks Certified Pro Advisor.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing is dependent upon multiple factors including complexity of the return.
What types of customers have you worked with?
Individuals, families, homeowners, self employed, rental properties, investors, Homeowner Associations, Real Estate agents, Insurance agents, Uber Drivers, hair dressers, LuLaRoe independent contractors, police officers, Non Profit, Hospitality, automobile dealers, etc.
What advice would you give a customer looking to hire a pro in your area of expertise?
Ask what measures they take in order to secure sensitive data. Ask if they are eligible to represent you in the event of an audit. Check the IRS website to see if your preparer is included in their directory of preparers.