Swon Tax Preparation
About this pro
Paul H.Jun 4, 2018Verified
John was great to work with, very professional. He completed the work in a very timely manner and was detailed in explaining everything. I would definitely work with him again!Apr 27, 2018Verified
John was easy to work with, knew his stuff and was quick to respond.Apr 12, 2018Verified
Professional and friendly. Our return isn’t done yet but should be soon.Apr 10, 2018Verified
John was great! We appreciated his expertise and he helped us make a plan for next year to save money :)Apr 3, 2018Verified
- What should the customer know about your pricing (e.g., discounts, fees)?My pricing depends upon the service required. A fairly standard tax return (Federal 1040, State with no itemized deductions would run $140). Other services including bookkeeping and tax consultation vary depending on the needs of the client.
- What is your typical process for working with a new customer?Usually we arrange for a free consultation meeting to review past income tax returns and inquire as to the customer's tax status. At that meeting, we set a fixed price for the work involved and follow up a few days to a few weeks later with the completed return.
- What education and/or training do you have that relates to your work?I am a registered tax preparer with the IRS, with a Series 7 & 66 licenses from FINRA. For the last 17 years I've been working in tax and/or financial planning services.