Zielonka Financial Services
About
I am an Enrolled Agent (EA), licensed by the IRS and a specialist in all types of taxes. I manage filing and paying taxes, speaking for clients when the IRS either audits or has questions regarding a return; and arranging income and expenses over time to take advantage of changing tax rules and rates. The truth is that no matter how "simple" the tax code gets, some taxpayers with similar incomes will always pay more in taxes while others pay less. I help my clients plan to be in the group paying less. I also review already filed returns and file revised returns for other tax years.
I am also a Certified Financial Planner who helps clients achieve long term financial goals. These services as well as important information and disclosures are found at www.ZielonkaFinancial.com.
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Frequently asked questions
What education and/or training do you have that relates to your work?
I am licensed by the IRS as an Enrolled Agent, a specialist in all types of taxes. I manage filing and paying taxes, speaking for clients when the IRS audits or has questions regarding a return); and planning arranging income and expenses over time to take advantage of changing tax rules and rates. The truth is that no matter how "simple" the tax code gets, some taxpayers with similar incomes will always pay more in taxes while others will pay less. I want my clients to be in the group paying less. I also review previously filed returns and file revised returns for other tax years.
I am also a Certified Financial Planner (CFP) who helps my clients achieve long term financial goals. These services and important information and disclosures are found in my website at www.ZielonkaFinancial.com.
Do you have a standard pricing system for your services? If so, please share the details here.
Generally, preparation of tax returns is priced by form. This works very well for straightforward returns. However, many returns include additional forms and schedules that take additional time and offer additional savings opportunities. I am happy to provide custom estimates when we go "off menu," and honor those estimates.
Representation and planning services are provided on an hourly basis with estimates provided.
How did you get started in this business?
I have been preparing taxes professionally since 1996, with 20 years experience working for the largest national tax prep company as a tax professional and manager; 5 years as a software engineer in the tax software industry; and 3 years providing customer support for the largest and financial software firm in the industry.
What types of customers have you worked with?
I work with individuals and multigenerational families, managing returns at all life stages, from dependents and students, to workers and homeowners, retirees, surviving spouses. As the cycle of life moves on, I have also prepared final returns, gift and estate tax returns as well as trust returns. I do not prepare corporate returns, but prepare many returns for proprieters/small business owners (Schedule C), investors (Schedule D) and rental property owners (Schedule E).