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.
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.