1040 To Go Tax Service

1040 To Go Tax Service

1 employee
8 years in business

About this pro

Having worked as a registered tax preparer for other businesses for 3 years, I saw the need to ask the questions that got the information needed to ensure that the most accurate tax return was filed

Asking the right questions not only helps me assist you file your tax return properly, it also helps analyze your position for the coming tax year, which helps you make informed financial decisions that work

I have assisted both individuals and small businesses with filing their returns for the past 9 years, having the ability to help clients in all 50 states, doing so at a reasonable rate

I get great satisfaction in seeing the surprised look my clients have when they see how much their refund is, or the relief they show when they find out how little they owe (Yes, sometimes that does happen)

And knowing I did it at a reasonable price is the best feeling in the world!

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Concord, NC 28025
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What is your typical process for working with a new customer?

I like to get to know the client by listening to them sharing their story

I ask questions to find out if we are a good fit

If we are, then I share what I can do and how much I charge

What education and/or training do you have that relates to your work?

I've been registered with the IRS since 2008 as a tax preparer

I've started 1040 To Go Tax Services in 2012 and I'm training to be an enrolled agent

Because of the major changes in filing your tax return next year, I've been studying the tax laws diligently

Do you have a standard pricing system for your services? If so, please share the details here.

My fees for individual returns range from $250 to $350, depending on how many forms need to be filed

Fees for small businesses are also based on how many forms are needed plus a initial payment of $200 to cover the additional expenses

How did you get started in this business?

Actually, I used to help my mom do her taxes back in the 60's

From there, I did tax returns for a few friends in the 70's till I got a position at the US Postal Service

My wife and I moved to NC in 2007 and I took a free class at Liberty Tax the next year

I took a break in 2010, worked at various companies (Walmart, Domino's, County Schools as a School Bus Driver)

In 2012, I started my own business, 1040 To Go Tax Services, after helping a co-worker when employed at Domino's

What types of customers have you worked with?

I have assisted delivery drivers, school bus drivers, individuals and a few small businesses

My goal is to create a plan to have small business owners offer my services as a benefit for their employees

Describe a recent event you are fond of.

Growing up in Cleveland Ohio, my oldest brother listened to what folks nowadays call classic rock

I fell in love with it, and pursued a career as a bass player during my high school years

During that time my friends and I would go see performers like Queen, Jimi Hendrix, Yes and others

That being said, my wife and I recently went to an Eagles concert here in Charlotte. The Eagles wasn't one of my favorite band, though I enjoyed listening to them on the radio

Anywho... I have to admit the show absolutely blew me away. My wife (who happens to go by the name of Mary) and I were thoroughly entertained

And now we make it a habit of seeing performers we love that come into town

What advice would you give a customer looking to hire a pro in your area of expertise?

My advice is: ask questions!

Ask as many questions that you can think of. In fact, write them down before you talk to them

Also, be transparent with them, cause they are there to help you

And they can't help you if they don't have all the information

Lastly, negotiate!

If you feel the fee the professional is quoting you is too high, ask for some kind of discount. Don't be afraid to do it

By everyone being honest and courteous, the tax filing experience can be an enjoyable one

What questions should customers think through before talking to pros about their needs?

How much do you charge?

Am I going to owe the IRS?

Can I get referrals?

What documents do I need?

I'm sure there are other great questions you can come up with. Right?

Services offered