At Swon Tax Preparation, we provide tax and advisory services that are customized to meet your unique personal or business tax goals. Most tax preparation companies have a narrow focus--making sure that your individual or business returns are completed in a timely and accurate fashion. In addition to those services, we provide an entire suite of financial tools and advice from bookkeeping to retirement planning. Our office has a combined 40+ years of experience in tax and financial planning. Let us help you not only prepare your taxes but also prepare you for greater financial security! We enjoy being problem solvers--whether that involves figuring out how to maximize your individual refund or helping small business owners create tax and financial strategies to help them grow.
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Our typical process starts with a free initial consultation to help understand your tax needs so we can best craft a solution. Bringing in current tax documentation, or returns from prior years, helps in this goal. At the end of the meeting, we'll have a plan to proceed and a quote for services.
I've been tax and finance services since 1999 and am registered tax preparer with the Internal Revenue Service. I am also Series 7 and Series 66 licensed.
Our standard rate for tax preparation is $140/hour, with our bookkeeping and tax consultation services priced at $40/hour. A fairly standard return can run in the $180-$210, depending on what all needs to be done.
As a small business owner, I was frustrated with my lack of knowledge of taxes and the minimal advice I was receiving from my own accountant. It's a large part of why I enjoy what I do - I want to help my clients understand their taxes and be put in a better tax situation.
We've worked with customers ranging from individuals to companies with 50+ employees. We've also worked with non-profits and estates to prepare their taxes as well.
I was able to help a new business owner save over $20,000 just by changing her incorporation status.
Communication is the most important thing - being clear with what you need and expect. Ideally, finding a preparer/accountant who will ask the questions you hadn't considered and is at least somewhat proactive in trying to help you navigate your taxes.