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SAGE, Inc: Tax Prep/Acctg
SAGE, Inc: Tax Prep/Acctg

SAGE, Inc: Tax Prep/Acctg

Offers remote services
Discounts available
Offers remote services
Discounts available
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Special tax situations
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Introduction: I am an independent IRS Authorized Tax Preparer and e-filer for individuals and businesses. I am registered with IRS for resolving tax issues for past years tax problems and unfiled tax returns. I can also retrieve your IRS wage and account transcripts if you do not have your income documents. I work very closely with my clients to ensure they get the best attention and results for their tax return and accounting needs. I have been providing high quality services since 1990. My experience has provided me with valuable insight, perspective, and first hand knowledge to resolve almost any tax reporting issue you may have. The thing that I like most about my job is not only the variety of challenges, but, more than that, the satisfaction that comes from knowing that I can make a positive difference in the personal and business lives of my Clients.
Overview

Hired 57 times

2 employees

31 years in business

Payment methods

Cash, Check, Credit card, PayPal

Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

Jan - Jun

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Specialties
Special tax situations

,

Reviews

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

Great 4.8

26 reviews

5
92%
4
4%
3
0%
2
4%
1
0%

Read reviews that mention:


Kelly S.

Individual Tax Preparation

Sue is an absolute life saver! I came to her two weeks before the tax deadline and she swiftly began working on filing my returns, completing everything on schedule and with extreme attention to detail. She’s a pro that will think a few steps ahead and anticipate any issues you may have and act accordingly. Not to mention, she is a lovely human being with a kind heart. I look forward to Sue doing my taxes for years to come! Thank you for everything!
May 31, 2021
·
Verified
Tony R.

Individual Tax Preparation

Sue is an awesome professional and called me back on a Sunday to assist me with my unexpected K-1 distribution and ultimately prepared my 2020 tax return. Sue answered my calls, listen to all my concerns and did an awesome job completing my tax return. Sue is knowledgeable, has over 27 years of experience, responsive and knows her stuff! I highly recommended her as a professional to handle any tax return situation. Sue has earned our business for the future. What are you waiting for? Call Sue at Sage, Inc: Tax Preparation
Apr 25, 2021
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Verified
Katherine M.

Accounting

Wonderful person to work with and very helpful! I am very glad she was able to answer my questions and able to make my tax needs make sense to me. Would definitely work with her again if I have any more needs that come up. Very reasonable cost also. Would highly recommend!
Mar 26, 2021
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Verified
Page Z.

Individual Tax Preparation

Sue was incredible in helping me with getting my complicated tax issues resolved quickly and prepared. She walked me through the process step-by-step, answered all of my questions, and I’m so happy I used her services. She is very professional, skilled, and organized. I will definitely use her again and highly recommend.
Sep 20, 2020
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Verified
Timothy G.

Individual Tax Preparation

I looked on Thumbtack 2 years ago for help with our taxes. Mrs. Sue responded and she was wonderful and her price was below norm. We have used her the past few years and her tax knowledge is superior. She came to my house talked with us and returned with our completed taxes.Working with her has been Easy and I highly recommend her.
SAGE, Inc: Tax Prep/Acctg's reply
Thank you so much. I really do care about people I have the privilege to work with and to make sure that they are represented with the utmost consideration of their best interests. Thank you Tim - Sue
Jul 20, 2020
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Verified

FAQs

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

    For tasks that are simple, routine, and well defined we offer fixed price quotes. For tasks that are more open-ended and not well undefined, then we will discuss this with our client and come to an agreement of fees prior to doing the work.

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

    In all cases, it is important to understand the background story of each individual or business seeking services. We ask about the specific details of their needs, and agree on a cost for the service. When the client has presented the information and documents, the info is thoroughly reviewed to ensure whether additional information and documentation is needed to provide the best outcome.

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

    I have an Associate of Arts degree in Business and Accounting. I am an approved registered PTIN IRS Tax Preparer. I also have been CAF registered with IRS for 20 years which authorizes me to work with IRS issues.

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