Karenthetaxpro

I like to make initial contact verbally with a phone call so the client can hear my voice and get a "first impression".  

I usually will receive all documents by text and email unless the client lives close and wishes to come in person to let me make copies of the needed documents.

I have questionnaires depending on your filing status for the information that I need as well as the tax documents and copies of the front of a picture ID.  These are usually completed via email.  

I have a contract that details both the responsiblities of myself and my client with a set fee.

My fee is set by whether or not you are self-employed.  My fee also includes one state return.  There are times when a second return is required and that is an extra $15.00.  

I worked for the Internal Revenue Service (IRS) for 20+ years.

I worked with tax preparations, corrections, correspondence and penalty abatement (removal) requests.  

My fees are set on whether or not you are self-employed.  

If you are not self-employed my fee is $125.00 which includes both Federal and State returns.  There are times when a second return is requred to be filed.  In these cases, I charge an extra $15.00 for the second state return.  

There are no hidden fees!!  My fees ARE NOT priced per page!!

I have worked with individuals that need to file multiple previous year returns, as far back as 2012.  

I have work to help stop collection issues with the IRS as well as setting up installment agreements and dealing with correspondence.

I have worked with those that are self-employed. 

I have filed taxes for those that have had multiple jobs: as many as 12 in one year's time.  

I have dealt with the IRS for my other clients in order to get them into compliance (making sure all returns have been completed).

I have worked with clients that have one or more dependents and are claiming the EIC as well as the Child Care credit. 

I have also worked with a client that is considerred injured spouse.  

I myself was considered "head of household" for many years after my first divorce.  

I have prepared my sister's taxes as "widowed".

This is just a sample of what I have done. 

My first client, Bobby, came over with his girlfriend.  I finished her taxes in approximatly a half and hour.  He was totally amazed that I had completed her so quickly.  

He was very impressed with my work and quickness.  He has stated that he will concinue to sent me clients. 

He kept hugging me because he was so shocked about how quickly I had completed the return.  He is my husband's ex-boss and my husband was there so there was no issues with the hugs.  

Speak with them in person or at least over the phone so you can get an impression of what they know.  Ask many questions until you are comfortable.

Don't pay until your return is ready to file. 

Make sure you give all information to your preparer before you start so there are no extra fees for forgetting things. 

Is this something I can do by myself and see if I can find someone to verify my work?

Do I feel insecure enough about completing my own taxes even though I am using a free tax software from the IRS website?

I cannot do this myself but how much is it worth to me to know that my taxes are filed correctly and that the preparer will stand behind their work?

Are they clear about their pricing or do I feel like they are hiding some unknown fees?

How long have they been doing this type of work, what is their experience level.

Do I FEEL secure about sending my information to this person through the computer.