Windham Solutions
Windham Solutions

Windham Solutions

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Introduction: Located in Vacaville, Windham Solutions works with local clients, as well as clients from across the globe! Windham Solutions brings over a decade of accounting, bookkeeping, tax, and advisory/consulting experience to you and your business needs. Services include accounting, bookkeeping, consulting, tax audits and appeals, tax planning, and tax preparation. I also work with US expatriates living abroad to help them come into compliance with the new FATCA requirements, including filing FBARs, Statement of Specified Financial Assets, and other international tax issues.
Overview

Hired 3 times

Background checked

18 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, and Venmo.

Featured Projects

6 photos

Reviews
5.0

3 reviews

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pro avatar
Felicia G.
Nov 2, 2014
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Hired on Thumbtack

Hired on Thumbtack

Steve really help me in a short notice. Was very knowledgeable with tax preparation. He is a very nice man.I will differently use him again for my taxes next year.
Windham Solutions's reply
Than you, Felicia. It was a pleasure meeting you and your daughter! ~Steve
Individual Tax Preparation
pro avatar
Kendra A.
Feb 17, 2015
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Hired on Thumbtack

Hired on Thumbtack

Steve was wonderful to work with and did most of it over email and phone and very good price and my copies came in a nice folder easy to store and file...thanks steve
Windham Solutions's reply
Thank you Kendra. I was a pleasure working with you! ~Steve
Individual Tax Preparation
pro avatar
Bernice B.
Mar 28, 2015
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Hired on Thumbtack

Hired on Thumbtack

Windham Solutions's reply
Thank you Bernice. It has been a pleasure working with you and your husband! ~Steve
Individual Tax Preparation
Credentials
Background Check

Steve Windham

FAQs

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

    As a US Treasury/IRS Enrolled Agent, I am required under IRS Circular 230 to complete continuing education. As a CTEC-Registered Tax Preparer, I am required to complete twenty hours of education per year and maintain a $5,000 performance bond.

  • What types of customers have you worked with?

    Bookkeeping for small businesses. Tax Audits and Appeals (IRS, Franchise Tax Board, and State Board of Equalization). Tax Planning. Tax Return Preparation. US Expatriate Tax Return Preparation, including FBARs, IRS Form 8938, and FinCEN Form 105.

  • What advice would you give a customer looking to hire a provider in your area of work?

    I would suggest that when selecting an accountant that you listen to how the accountant answers your questions. Look for accountants that are detail-oriented, and that take the time to answer all of your questions. Accountants who promise refunds without first seeing your paperwork should raise a red flag! Furthermore, the education and credentials that your accountant has should also be considered.