Tax Services And Consulting LLC
Tax Services and Consulting LLC offers individual income tax preparation services. Our goal is to help you minimize your tax liability and maximize your tax savings.
Helping individuals to save on their taxes.
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Frequently asked questions
What is your typical process for working with a new customer?
The following steps will take you through a simple, online process to begin your income tax preparation.
1. Gather Your Tax Documents
Contact us for a consultation and quote by phone or e-mail.
2. Submit Forms To Get Started
You can provide your documents to us via:
a. Secure e-mail. We will provide a link for you to send your information to us securely.
b. We can pick-up documents at your home or public location convenient to us.
c. You can mail your documents to us.
d. We are flexible in how you want to deliver your documents.
We will review your information and contact you regarding open items, if necessary.
3. Tax Preparation Begins
Once all required documents have been received, your tax preparation will begin. Please make sure we have your preferred email address and phone number for timely communication throughout the tax preparation process.
4. Review, Finalize & Approve
Once tax returns are ready for review, we send a secure draft copy via email. We will request a detailed review of all name(s), address(s), identification number(s) and reported tax return information before approval to e-file. If changes are requested, an updated email with final returns will be emailed for final approval.
If you have questions or comments regarding your returns, you can call, schedule a detailed review of your taxes via remote meeting, if needed. We want you to understand your tax returns and feel comfortable about the information being filed.
5. Pay, Sign & Deliver
Once you review and approve your tax returns, complete these final 3 steps and you are all set:
- Pay tax preparation fees via cash, money order, check, or digital payment methods, such as Zelle, PayPal, etc. Full payment is required before e-filing.
- Give us permission to e-file your taxes. We will provide your e-file authorization forms for federal/state tax returns and copies of your federal and state tax returns
- Read, sign & date your e-file authorizations and return it to us.
We will notify you after e-filing your returns whether your returns have been acknowledged, received & accepted by the appropriate tax agencies.
Our price is based upon information initially provided to us. Actual fees may vary as circumstances change. We will communicate changes in fees before continuing with tax work.
What education and/or training do you have that relates to your work?
I am a licensed CPA with New York State. Every year, I take various continuing professional education courses to stay up to date with the latest tax law changes.
Do you have a standard pricing system for your services? If so, please share the details here.
Our price is based upon information intially provided to us. Actual fees may vary as circumstances change. We will communicate changes in fees before continuing with tax work.
How did you get started in this business?
I have been working in accounting and tax since graduating from college and I started my company in 2020.
What types of customers have you worked with?
I have worked with individuals, partnerships, S - Corporations, and performed bookkeeping for various businesses.
What advice would you give a customer looking to hire a pro in your area of expertise?
Hire a provider with experience, and a provider who is looking out for your best interest at all times.