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About
Professional, efficient, and effective tax preparation services. I have been working for two years directly with the company that makes the most popular and highest rated tax preparation software in both product and tax expert positions. Most recently, I have worked as a Full Service Tax Expert, preparing full returns for clients with all types of tax scenarios. I will bring that experience into my personal client list, focusing on your individual situations, getting the return done quickly, sharing results and opinions, working collaboratively, and maximizing your deductions, credits and refunds.
Signing on with bNeat Tax Prep offers these additional features:
1) Attention to detail - I guarantee accuracy and will ensure your return passes through multiple error checks to ensure successful filing.
2) Customize your Experience - choose what level of participation YOU want in the process. Everything from completely remote, to Live Collaboration via online connection while I’m completing your returns!
3) Digital document uploads - upload all your documents directly to me - as simple as snapping a picture of each doc!
4) Low prices. Simple pricing. Tiered Pricing. Returns deemed as “basic” shouldn’t cost as much as a “complex” return. Pricing is transparent, and directly related to the complexity of the return.
5) 2022 Taxes and beyond - we can, at your request, discuss tax strategies for the next year based on the results of your return.
6) Optional Add-Ons - depending on your situation, for a small additional charge, we can add products like “audit defense”, “ID protection”, etc.
My goal is to help explain what’s going on with your individual tax situation. I will work to ensure your best interests are maximized, and I will work tirelessly to help explain everything you may have questions about. I truly look forward to helping you and eagerly await your contact!
Overview
Hired 7 times
Background checked
1 employee
5 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, Square cash app, and Zelle.
Services offered
Service needed
Annual tax filing
Quarterly tax filing
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 professionalism, work quality, and responsiveness.
Good 4.4
7 reviews
5
86%
4
0%
3
0%
2
0%
1
14%
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Read reviews that mention:
Travis G.
Apr 10, 2023
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Hired on Thumbtack
I am blown away at how amazing this interaction was. He was able to help fine write offs on my taxes that I wasn’t even aware of. Was able to bring down my tax liability by almost $10,000. Absolutely amazing service!
Individual Tax Preparation
Jasmine s.
May 19, 2023
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Hired on Thumbtack
I truly cannot recommend Bill enough. I really got myself into a tax pickle this year and he was so helpful and patient with my situation. Not only is he extremely detail-oriented, but he also took the time to explain things to me in a way that made so much sense. His communication was prompt, professional, and kind. Definitely going to hire him in the future!
Individual Tax Preparation
Sara A.
May 1, 2023
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Hired on Thumbtack
Didn't have him do my taxpreparation, but was nice to talk to and will consider for next year.
Individual Tax Preparation
Adam L.
Mar 22, 2023
Can’t say enough about the level that William took in ensuring my return was accurate and explaining everything - for the first time, I think I understand my taxes, and I have a plan for 2023! Thank you, thank you. If you’re wondering, as well, communicates well, prices are great, process is super simple. What else could you ask for?!
Susan M.
Mar 31, 2023
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Hired on Thumbtack
This was the best tax experience I have ever had. I am keeping Bill as my Tax man forever!
Individual Tax Preparation
Credentials
Background Check
William Neater
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
This is the beginning of my practice - prices are gonna be lower. I don’t want to win you over due to low prices, but I don’t want to dissuade anyone from joining me because of prices. When we discuss your tax situation I will share with you and show you my prices, the rationale, and the comparison. As long as your situation doesn’t substantively change, my price will remain throughout. What we discuss at the beginning will be what we settle on at the end. It will be fair, it will be transparent and it will be consistent.
What is your typical process for working with a new customer?
We start with an informational phone call or email/form entry that covers “top of the mind” concerns. Do you have questions about tax brackets, retirement distributions, etc.? We’ll cover those and discuss how to transmit documents to me for tax prep.
Once received, I will complete the return, and can do it with whatever level of participation you want! Do you want to see every line entered? Or, are you more of the “get it in and let’s talk when it’s over” type!? Whatever it is, we’ll get the return completed.
Lastly, we’ll discuss details in re: paying any fees for tax prep owed, how to enter refund / due info, efile, customer review, etc. At that point, once reviewed and ready to file, we will meet or discuss electronically a two year comparison and plans for next year.
What education and/or training do you have that relates to your work?
I am a certificated and badged level One graduate of the Intuit Academy for Tax Preparation services. In addition to the hands on experience I have in working with Intuit on their tax prep software, I have worked as a full service tax preparer for that company, and continue to do so.
In my other pursuits, I hold a doctoral degree in educational administration and technology, a masters and bachelors degree in history.
