I have worked for H&R Block for 5 years at the Golden Gate and Van Ness location.
We did a lot of the Tech company types of tax returns with stock incentives as a portion of their compensation.
Also, we were next to the immigration office so I have done a lot international tax returns - expatriate and non resident tax returns . Plus, lots of S-corp, partnership and C-Corp tax returns - both domestic and international.
Feel free to e-mail me at troy12 at gmail
What I love the most about doing this work is getting to know my clients, finding out their needs, and helping them find money that they didn't even realize they were leaving on the table. Giving that level of service not only leaves me satisfied, but it keeps my clients coming back year after year.
Overview
Hired 8 times
Background checked
1 employee
9 years in business
Business hours
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Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2019
2018
Services offered
Service needed
Other tax consultation
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
Exceptional 5.0
7 reviews
5
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4
0%
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2
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Jacqueline C.
Apr 21, 2018
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Hired on Thumbtack
Troy was extremely conscientious and helpful! I went to him for a very complicated tax return and he invested a huge amount of time helping me. Ultimately, he was unable to sign-off on the return because of complications related to statutes of limitation.
However, he did not charge me for any of the work he did do. I would absolutely recommend Troy as a taxpreparer that one could count on and return to each year! Thanks for all your advice and assistance, Troy!
Individual Tax Preparation
Angela R.
Mar 20, 2018
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Hired on Thumbtack
Troy is a fantastic taxpreparation expert. He has over 5 years of experience working at H&R block so he has all the knowledge of a true tax pro. Unlike the big firms, Troy truly cares about his clients and spends time with them trying to maximize their refunds. He also takes time to explain tax implications and laws. I learned so much about taxes after the first meeting! He's friendly and arrives on time. My refund was significantly higher than what I would have gotten at a big firm.
Troy Danielsen Tax Preparation's reply
Thank you Angela!
Yes, the big franchises are dangerous because most of the preparers that work there are newbies.
The experienced ones that continue to work there can only do so by knocking out as many tax returns as possible in as short of at time frame as possible in order to make a living off of their very small commission.
This means they don't have to fully maximize a tax return.
They also have no interest in looking over your prior years tax returns for mistakes as those pay no commission.
Plus, they won't even do a 2nd look at prior year tax return at their own company as that means finding a mistake in their colleagues work.
Even it you do catch the the big franchisees making a mistake, their guarantee only amounts to simply amending your tax return. Yes, they will pay the penalties and interest, but only after every attempt is made to get them waived by the IRS.
I guarantee penalties and interest too by the way, but having done over 700 tax returns I have never had to do that so far.
Thanks for thinking outside the box and finding me on Thumbtack!
Individual Tax Preparation
Lauren S.
Apr 19, 2022
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Hired on Thumbtack
Troy was able to assist me on short notice and reduce my tax liability beyond what I could have done myself. He has also made me aware that forming a S-corp or a C-corp might reduce my tax liability going forward. The best part for me was that he was able to do this all remotely. He smartly suggested using Dropbox to share files, and let me watch him fill out my forms while sharing his screen on zoom. So nice to be able to get taxes done like this. Thanks Troy!!!
Individual Tax Preparation
Laura O.
Apr 22, 2018
•
Hired on Thumbtack
Troy went above and beyond any tax service I've worked with in the past. As a freelance ballet dancer and teacher, I had quite complicated taxes this year with multiple 1099s. Troy made the whole process easy for me, and made sure he covered every little detail. He was super friendly, and overall a very genuine and great guy. I highly recommend him!
Individual Tax Preparation
Emma W.
Apr 17, 2018
Troy is great to work with and easy to talk to. He knows his tax info, and if you have any questions, he's always happy to answer them. He's done my taxes two years in a row and I wish I'd known him prior to those two years, he's helped make tax time so much less stressful! I highly recommend him!
Credentials
Background Check
Troy Danielsen
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I never require a client to pay on a tax return that is not submitted to the IRS.
I know it can be difficult to determine an outcome until the tax return is done and I only want my clients to be happy.
I can also withhold fees from the refund if are receiving a refund.
What is your typical process for working with a new customer?
Typically, I will ask them if they have gone to school in the last 3 years.
I will ask them if they did their own tax return or had a friend help them.
I will ask them if they had un-reimbursed job expenses.
I basically perform a free 2nd look at whatever tax returns the client has already submitted to make sure they did not lose significant money.
Then we can go over the tax return they want to file.
What education and/or training do you have that relates to your work?
I have had many hours of tax training and passed a CPA like exam with the IRS. Plus, I have taken courses at San Mateo College with an emphasis on business entities such as C-corps, Partnerships and S-corps.
However, none of that matches my main source of knowledge which is a lot of experience doing tax returns for over 5 years.
Plus, what truly differentiates me from the pack is that I don't operate in a vacuum as a lone preparer. This is very common in the tax field to adopt erroneous and costly methodologies that can cost clients thousands. Yet, the preparer is clueless that they have been harming their clients because there is no around to tell them otherwise.
