MI Tax Services LLC

I begin by scheduling an initial virtual consultation to discuss the client's needs and explain the process. Following this, I ask clients to download a secure mobile application and follow the instructions to ensure the safe transmission of documents. I communicate with them via private messages within the app if additional information is needed. I would arrange a scheduled call or video appointment when a more in-depth conversation is required.

I have completed over 250 hours of tax-related training, including extensive coursework in federal and state tax law. I stay current through annual refresher courses to ensure my knowledge remains current with the latest IRS guidelines and regulations. As a participant in the IRS Annual Filing Season Program, I meet the IRS’s continuing education requirements and adhere to its standards of ethics and professionalism. This credential reflects my commitment to providing accurate, compliant, high-quality tax preparation services. Additionally, I am fully qualified to prepare New York State tax returns, including those with complex residency, income allocation, and credit considerations. I ensure that clients meet both federal and state filing requirements with confidence.

We offer comprehensive federal tax preparation services, with packages ranging from $179 to $800 depending on the complexity of your return. Active Military, Firefighters, EMS personnel, and Police officers receive a 30% discount as a token of our appreciation for their service. Clients transferring from another provider may use our "Switch & Save" program by presenting proof of payment to their previous tax preparer, enabling us to offer a competitive discount. We also prepare prior-year tax returns to help ensure your filings are complete and accurate. For your convenience, payment can be made upfront or deducted from your refund, though the refund deduction option includes an additional processing fee on the current year's tax return.

With over 20 years of experience in tax preparation, my journey began by assisting family members, friends, and members of my community with their tax returns. What started as a way to help others navigate the often complex tax process quickly grew into a passion for delivering reliable, accurate, and trustworthy service. Recognizing the impact I could make, I pursued a professional path and began working at a Jackson Hewitt corporate office. During my time there, I received formal training, stayed current with evolving tax laws, and gained invaluable hands-on experience serving various clients. This foundation helped sharpen both my technical expertise and client service skills. As my dedication to offering tailored, client-focused support grew, I transitioned to a Jackson Hewitt franchise location. This move allowed me greater flexibility to build lasting client relationships and provide a more personalized, attentive approach—something I believe is essential in earning trust and delivering the best possible outcomes for every individual I serve.

I have extensive experience working with a diverse range of clients, from individuals as young as 17 who are filing for the first time, to retirees managing complex income portfolios. My approach is always tailored to each client's unique financial situation, whether they need assistance with a straightforward W-2 filing or require more detailed guidance through dependents, education credits, or filing requirements tied to part-time or seasonal employment. I take pride in making the tax process approachable and stress-free, especially for those unfamiliar with the filing process. In addition to basic returns, I specialize in handling more complex tax situations, including those involving up to 200 stock or investment transactions and clients who are self-employed or run small businesses. This includes preparing Schedule C returns, identifying qualified deductions, managing business expenses, and ensuring accurate freelance, contract, or gig economy income reporting. My goal is to ensure every client receives the highest level of accuracy, compliance, and personalized service regardless of the complexity of their return.

I take pride in helping clients navigate and understand complex tax laws in a clear and approachable way. One aspect I particularly enjoy is educating parents on the benefits of allowing their children to file their own tax returns, helping them make informed decisions that can offer long-term financial advantages.

It is essential to thoroughly vet your tax preparer before giving them your financial matters. While many professionals may claim expertise, it's vital to ensure that they stay current with the frequent updates and changes in the tax code. Tax laws are constantly evolving, and a preparer who does not actively engage in ongoing education or fails to stay informed on these changes may inadvertently overlook opportunities or even create filing errors that could result in costly mistakes or penalties. Choosing a preparer who prioritizes continuing education and professional development can ensure that your return is accurate, compliant, and optimized for the best possible outcome.

Is my preparer trained?

Is my preparer knowledgeable about the tax changes?

Is my preparer ethical?

Will my preparer have my best interest at heart?