Swon Tax Preparation
Swon Tax Preparation

Swon Tax Preparation

Top Pro

$180
estimated cost


Zip code
Special tax situations

Online now

Introduction: At Swon Tax Preparation, we provide tax and advisory services that are customized to meet your unique personal or business tax goals. Most tax preparation companies have a narrow focus--making sure that your individual or business returns are completed in a timely and accurate fashion. In addition to those services, we provide an entire suite of financial tools and advice from bookkeeping to retirement planning. Our office has a combined 40+ years of experience in tax and financial planning. Let us help you not only prepare your taxes but also prepare you for greater financial security! We enjoy being problem solvers--whether that involves figuring out how to maximize your individual refund or helping small business owners create tax and financial strategies to help them grow.
Overview

Hired 120 times

50 similar jobs done near you

Background checked

4 employees

13 years in business

Payment methods

Cash, Check, Credit card, Zelle

Top pro status

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Jan - Jun

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Jul - Dec

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All year

Specialties
Special tax situations

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Reviews

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

Great 4.8

74 reviews

5
85%
4
14%
3
0%
2
0%
1
1%

Read reviews that mention:


pro avatar
Leonard C.
4 weeks ago
·

Hired on Thumbtack

Hired on Thumbtack

After having a tremendously difficult time with Turbotax and H&R Block, it was such a relief to be able to work with a tax prep company that was responsive and produced an excellent result.
Accounting
pro avatar
Shaunna C.
Apr 7, 2022
·

Hired on Thumbtack

Hired on Thumbtack

I was beyond satisfied from top to bottom. I’m so happy I don’t have to worry about finding anyone for our taxes ever again because we will use Swon for life
Individual Tax Preparation
pro avatar
Alyssa S.
Apr 7, 2022
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Hired on Thumbtack

Hired on Thumbtack

John was excellent to work with. John did a great job understanding our tax situation, providing options and next steps, and answering all of our questions. We really enjoyed our experience.
Individual Tax Preparation
pro avatar
William S.
Mar 24, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Took care of my taxes and gave me good advise for the coming tax year
Individual Tax Preparation
pro avatar
Steven H.
May 7, 2021
·

Hired on Thumbtack

Hired on Thumbtack

I was very happy with the service and intend to use Swon Tax Preparation in the future as well.
Individual Tax Preparation
Credentials
Background Check

John Swon

FAQs

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

    My pricing depends upon the service required. A fairly standard tax return (Federal 1040, State with no itemized deductions would run $140). Other services including bookkeeping and tax consultation vary depending on the needs of the client.

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

    Usually we arrange for a free consultation meeting to review past income tax returns and inquire as to the customer's tax status. At that meeting, we set a fixed price for the work involved and follow up a few days to a few weeks later with the completed return.

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

    I am a registered tax preparer with the IRS, with a Series 7 & 66 licenses from FINRA. For the last 20 years I've been working in tax and/or financial planning services.

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