QwikiTAX, LLC
QwikiTAX, LLC

QwikiTAX, LLC

Offers remote services
Offers remote services
$150
starting cost


Zip code
Special tax situations

Responds in about 1 hour

Introduction: WE HAVE GONE 100% VIRTUAL!!! Contact for details. Need an appointment? Book online In addition to preparing taxes, I have served a majority of my career as an auditor and business consultant. This gives me a perspective that enables me to provide many solutions and ideas about how to help my clients reach their financial goals. In addition to providing tax preparation, I also provide auto, home, life and health insurance through my insurance brokerage, Sunrise Monetary Solutions, LLC. With the services I provide in my businesses, I am able to help people secure their current and future financial position. Along with providing tax preparation services, I also provide insurance (Auto, Home, Life & Health) and business consulting through another company. The great thing about this is that I am able to look after my client on several fronts to provide a holistic approach to their financial needs.
Overview

Current Top Pro

Hired 218 times

98 similar jobs done near you

Background checked

1 employee

8 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app

Social media

Facebook

Currently a top pro

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

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Jul - Dec

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All year

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All year

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Current Top Pro

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

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

4 photos

Specialties
Special tax situations

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Reviews

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

Excellent 4.9

104 reviews

5
90%
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9%
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1%
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Read reviews that mention:


pro avatar
Robert W.
May 17, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Zeffrey responded quickly, was professional, and knew his stuff. I'm happy with the tax preparation and would use again!
Individual Tax Preparation
pro avatar
Alexandra M.
May 14, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Zeffrey was communicative, fast and really helped me out with things with only a couple weeks before taxes were due. His directions are clear and easy to follow, and simple process. Will be back for sure next year!
Individual Tax Preparation
pro avatar
Alexandra M.
Apr 11, 2022
·

Hired on Thumbtack

Hired on Thumbtack

This is the second year in a row I've used Zeffrey. He's always responsive, professional and friendly. I will continue using his services!
Individual Tax Preparation
pro avatar
Andres H.
Feb 18, 2022
Zeffery Johnson handled our taxes very fast and professional. Also he was very helpful with information on my future business plans in Missouri. Definitely recommend him for any of your tax and business needs.
pro avatar
Debra J.
May 14, 2021
·

Hired on Thumbtack

Hired on Thumbtack

We were a difficult couple and he worked well with us having to change our taxes twice. Sorry
Individual Tax Preparation
Credentials
Background Check

Zeffrey Johnson

FAQs

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

    I have a simple flat rate pricing system. One rate depending on filing status. Additional fees apply as the return gets complicated (i.e. Schedule C, Rental Property or a farm) My fee includes Federal and 2 State filings as well as any local filings. It also includes Audit Protection coverage in addition to your 365 24/7 online access to your documentation.

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

    I walk through my checklist and determine their needs, while discussing any questions the customer may have. This process I have, is designed to build rapport. With a tax professional and customer, the trust factor has to be instant because the customer is trusting the tax preparer with so much of their personal story in addition to their personal information.

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

    Always! I have several certifications and licenses that require continuing education. Besides the requirements, it is always best to be knowledgeable on a subject so when your client comes to with questions and you have answers vs. I'll get back to you.

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