About
We are a virtual company. I use a program that allows for secure transmission of documents
As an added service we can travel to you if you are local within 30 miles of Muskegon, MI (this is by appointment only).
I have been in tax preparation for over 15 years. I enjoy helping clients get back as much as legally possible and educating.
I enjoy to help people and what better way than to help with one of the most hated times of the year.
Highlights
Payment methods
Photos and videos
Reviews
jodi R.
danielle R.
Frequently asked questions
What is your typical process for working with a new customer?
I ask them to download an app to their phone and follow the directions. This allows for secure transmission of documents. If I need more information I will send them a private message via the app. At times I do wish to talk to the client so I will make an appointment to contact them.
What education and/or training do you have that relates to your work?
Over 150 hours of tax related training and annual refresher courses.
I am part of the IRS Annual Season Filing Program.
Do you have a standard pricing system for your services? If so, please share the details here.
Our federal package run from 60 to 800 depending on the complexity.
For state returns we charge $60 per state needing to be prepared
For locality (city) returns we charge $30 per city needing prepared
Military, Fire, EMS, Police receive a 30% discount.
we are able to prepare prior year returns as well.
You may either pay fees upfront or have them paid from your refund (to have them held from your refund there is a fee)
How did you get started in this business?
I started with Jackson Hewitt corporate store and then transferred to a franchise.
What types of customers have you worked with?
I have worked with individuals 17 years and older and from the simplified returns to 200 stock transactions and self employed.
Describe a recent event you are fond of.
I always enjoy helping client understand the complex tax laws. I enjoy showing parents why they should allow their children file their own return.
What advice would you give a customer looking to hire a pro in your area of expertise?
Alway vet your preparer. Some say they know what they are doing however they haven't kept up on the changes in the tax code.
What questions should customers think through before talking to pros about their needs?
Is my preparer trained?
is my preparer knowledgeable on the tax changes?
is my preparer ethical?
will my preparer have my best interest at mind?