Colt & Associates, PC

Our typical process is to meet with all clients and we mark out a full hour of time, so as not to feel rushed. With clients who are farther away, we can do phone or Skype appointments and again make sure they have a full hour for any questions or concerns. 

We use a triple check system. A licensed preparer does the intake (initial appointment) writes up an estimated result, another licensed preparer then prepares the actual return using the documents, then a checker looks over to see that all information is entered correctly (Name,socials,addresses,income, etc.) 

I have been a licensed tax preparer for 20 years, which requires 30 hours a year of continuing education. 4 years ago, I upgraded my license to licensed tax consultant, which involved more education and testing. Our specialized service provides experts in personal, corporate, trust, estate, and clergy returns, as well as non-profits. 

Our pricing is form based. So while each form price varies, the most common are the 1040 & state return for $200 and the Schedule A for $60. Additional schedules based on investments, Earned Income Credit, etc., all vary in price. 

We also provide discounts  of $10 each for referrals, $10 for Early Bird Discount (getting everything to us by Feb 28), and a Gold Star Discount of $10 for bringing everything needed at the intake interview. Many of our clients take advantage of all of these to bring their fee down. 

I began 25 years ago as a seasonal tax preparer for another employer who allowed me to work my own schedule around my family.  I also have a BA in Education, with a minor in Mathematics. As the business grew and the former owner prepared for retirement, he offered to sell me the business. I now work year round preparing taxes, providing payroll and bookkeeping services, too. 

I have worked with every type. I have clients who work several jobs, own rentals, own businesses, clergy, students, etc.