Steiner Tax & Accounting
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Special tax situations
Stocks or bonds,
Individual Tax Preparation
Mr. Steiner worked with my schedule and made my tax preparation uncomplicated in a comfortable setting.May 16, 2020Verified
Leif is absolutely the best at taking care of my business needs. With his help I can focus on getting jobs done and managing my crews. Working with Leif has allowed me to stop worrying about issues regarding the IRS, payroll and my retirement account. He is always there when I have had a question and he has always resolved my issues no matter how complex.Jul 9, 2019
He's excellent.Jul 8, 2019
- What should the customer know about your pricing (e.g., discounts, fees)?My pricing may vary from what is stated based off of the amount of data preparation is involved. Generally, the prices stated are my average prices.
- What is your typical process for working with a new customer?My typical process for working with a new customer for tax prep services will entail the following requests: 1) Prior Year's Tax Return 2) Copies of all 1099, W2, 1098 forms 3) Vital information regarding identity, social security number and dates of births for all persons listed on the tax return.
- What education and/or training do you have that relates to your work?I have both a Bachelor's and Master's of Accountancy. My Master's Degree was with an emphasis in Federal Taxation. I am a licensed Enrolled Agent with the IRS. This license allows full representation rights before the IRS.