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Northshore Tax LLC
Northshore Tax LLC

Northshore Tax LLC

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Introduction: Hi. I'm Dave. I would love to prepare your tax returns. In selecting a tax preparer, people want someone knowledgeable, honest, experienced, & available; someone to keep you out of trouble & be available to answer tax issues during the year. I retired from a 35 year career with GE as a engineer, sales and marketing manager. My tax background has spanned 40 years, living in 10 states, with personal experience using most IRS Forms & Schedules and reporting on them. Life’s lessons have taught me to get lots of experience. When I retired, I started as a tax prep volunteer at the church. I also worked for a franchise as branch manager for 1 tax season, then 2 years for a CPA checking taxes. I've taken the H&R Block tax preparer's course, and the Liberty tax preparer's course twice. This year I'm also working for TurboTax Live as one of their remote Tax Experts. Education, Quality, Due Diligence, and taking the time to do the job right are important. I’ve taken my time in continuing education to become an Enrolled Agent. EAs : • Are the only federally authorized tax practitioners, • Who have demonstrated a high level of competence in tax, • Licensed to practice by the United States government. (CPAs and attorneys are state licensed). Enrolled Agents have unlimited rights of representation before the IRS. EAs prepare tax returns for individuals, partnerships, corporations, estates, trusts and other entities with tax-reporting requirements. EAs also advise and represent taxpayers who are being examined by IRS, and / or are unable to pay taxes, or are trying to avoid or recover penalties. EA’s are unlike tax attorneys and CPAs, who may or may not choose to specialize in taxation. EAs specialize in taxation and are required by the federal government to maintain their professional skills with continuing professional education. The National Organization of Enrolled Agents calls EA’s “America’s Tax Experts!” The last 10 years, I've worked in my own business, out of my house, also as an instructor and volunteer for the AARP / VITA / TCE program at the church helping with returns there. I've worked on > 5,000 returns in the last 10 years. Tax clients tell me I am detail oriented. I'm sure it's due to the engineering background. I will not sign off on a return to submit until it's complete, researched, and checked. That may mean it takes me a while longer to complete a tax return. But it's done correctly with your interest in mind. Prices are fair; usually way less than franchises. I keep costs down working out of a home office & pass the savings on. $195 is base price / year for personal returns. $550 is base price per year for entity returns. Price can go up or down based on bookkeeping, stock transactions, accounting, and additional work required. To start, it's helpful to see your last completed return, W-2s, 1099s, 1098's, 1095 health care info, SS cards & drivers licenses. Enrolled Agents are America’s Tax Experts. Google Enrolled Agent to find out more. Dave Saari, Enrolled Agent I enjoy sinking my head into complex tax and financial problems; payroll, bookkeeping, and tax returns. I am a one man company and do not plan to add employees. I have capacity to expand this business, but I'm not interested in growing the business past my capability to satisfy client interests. I take on enough returns to keep mentally challenged and able to provide a quality product, without being workload stressed.
Overview

Hired 12 times

Serves Mandeville, LA

Background checked

License verified

1 employee

11 years in business

Payment methods

Cash, Check, Credit card

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Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Great 4.8

17 reviews

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Laurel G.

Individual Tax Preparation

Truly a great experience, very thorough, answered questions I didn't even know I had, and gave me some advice for next year!
Northshore Tax LLC's reply
Thank you for your kind words. It was a pleasure working for you.
Mar 13, 2019
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Verified
Brandy R.

Business Tax Preparation

Dave was very knowledgeable and had lots of patience with our many questions for our new business. He is also very personable and helpful. We will definitely be using him throughout the year.
Northshore Tax LLC's reply
I am humbled by your kind words. Thank you.
Feb 12, 2018
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Verified
Brock B.

Individual Tax Preparation

It was an excellent experience with Dave! He is very knowledgeable and made the whole process very smooth and stress free! I will be returning next tax year! I would recommend him to anyone who needs their taxes prepared!
Mar 11, 2017
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Verified
Kimberly T.

Individual Tax Preparation

Mr. David is Awesome !! He called me right away and we met the next day. He is very knowledgeable and has a great ATTITUDE when we all know how taxes are stressful. He welcome in their home and got the job done in a night and it was a mess. Also he has several other resources thru out the USA that he problems solves with. I would highly recommend him .
Feb 17, 2017
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Verified
David B.

Individual Tax Preparation

I greatly appreciated the attention to detail and research involved. We exchanged many questions up front which lead to transparency and a smooth experience overall. Together our information was complementary enough to solve my unique filing circumstance. Thank you!
Jan 28, 2016
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Verified
Credentials
License

License Type: Enrolled Agent (IRS) (LA)

License verified on 3/13/2019

Background Check

David Saari

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Prices are reasonable and affordable. I get clients, and repeat clients, because I'm very good with taxes, and keep clients out of trouble with the IRS,

  • What is your typical process for working with a new customer?

    Most new clients come from referrals from existing clients. In some families, I do tax returns for 3 generations of family members. First we understand your situation, then outline a plan of action.

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

    A CPA takes 1 or 2 college courses in tax their entire college career. I have attained the Enrolled Agent status with the US Department of Treaury and IRS. Enrolled Agent - Google it !

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