Paul Behanna - Tax And Accounting

Phone conversation first, then in-person appointment to discuss and/or prepare tax returns. Additional information needed is usually taken care of by telephone or email. Once completed, signatures and payment, and you're on your way!

I have a Bachelors degree in Accounting, and minimum 18 hours per year of continuing education and seminars related to income tax preparation (law changes, form changes, etc.)

Base fee is $175 (includes your home state), and increases for additional forms required to be filed. 25% discount to all new clients in the first year. Average fee for tax year 2019 was $230. 

Started by working for H&R Block, learned the ins and outs of tax preparation and customer service in the industry. 

All kinds! Employees, Self-Employed, Small Businesses, Students, Retirees, Non-Residents (Foreign Nationals), etc. I have prepared for individuals, corporations, partnerships, estates, trusts, payroll taxes, and sales taxes. 

By asking a client about the tuition paid to her college that she thought wasn't deductible or usable, I amended her past 3 years and found her $10,000 of refunds. Client for life :)

Feel comfortable with your relationship with the preparer. Ask for recommendations from trusted friends and colleagues. Remember, everyone's tax situation is unique. Just because your co-worker or neighbor got a huge refund doesn't mean you will. And above all.. be honest with your tax pro. If the tax pro's fees are cheap, the service probably is too. 

How many years has the tax pro been doing this work? Are they available all year long? What happens if you get a letter from the IRS or your state tax department? What happens if we don't have enough time? What if we can't pay the balances to the IRS or State?