Somerset Tax Partners, LLC
Somerset Tax Partners, LLC

Somerset Tax Partners, LLC

Offers remote services
Offers remote services
$150/hour
estimated cost


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Introduction: I'm located in Waynesville, NC and gladly serve clients both near and far. Arizona, Florida, Kentucky, Indiana, Ohio, Pennsylvania, Tennessee, South Carolina, Georgia, and, of course, North Carolina are some of the states where we have clients and file returns. When it isn't possible to physically meet, I use GoTo Meeting for video conferences, and we use a secure file transfer service for transmitting sensitive documents. But we're not just about tax returns. I specialize in representation before the IRS in examinations, collections, offers in compromise, equitable relief, innocent spouse relief, and other tax matters. I also specialize in business tax planning, small business taxes and clergy taxes. Sliding scale available for lower income clients. Your time Is important. Professionalism in tax preparation and representation saves you time ... and money.
Overview

Hired 5 times

Serves Waynesville, NC

1 employee

3 years in business

Payment methods

Cash

Social media

Facebook

Featured Projects

10 photos

Reviews

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

Exceptional 5.0

7 reviews

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Read reviews that mention:


Holly C.

Individual Tax Preparation

Mr. Ritter got me in right away and was able to help complete my taxes in a very efficient and timely manner. I highly recommend contacting Somerset for your accounting needs!
May 20, 2021
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Verified
Larry E.

Individual Tax Preparation

Mr. Ritter is a professional who knows his craft. Thanks Joe!
Jul 8, 2021
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Verified
John B.

Individual Tax Preparation

I have only had a free initial consultation with Joe and the amount of information and time he took to help me with complex issues with my business would of cost me hundreds of dollars. After our initial call he followed that up with a comprehensive layout of all my options in a clear manner that i could understand. Without even being hired yet. All the other tax "pros" left me more confused than when I started, and they wanted to charge me twice as much.
Jul 2, 2020
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Verified
Frank P.

Individual Tax Preparation

I highly recommend this firm. My taxes were prepared on time and professionally.
Apr 24, 2019
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Verified
Dale V.

Individual Tax Preparation

Excellent job! Would highly recommend
Jul 29, 2020
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Verified

FAQs

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

    A sliding scale is available for lower income clients. Fees for returns are charged on a flat fee basis. Other services can either be flat fee or hourly.

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

    New clients are asked to complete an intake questionnaire, provide photo identification, and sign an engagement agreement. Free consultations are provided for non-tax return clients. Clients can either schedule an appointment and wait for their return to be prepared, or simply provide their tax documents.

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

    I was a high level paralegal for a tax attorney for 13 years. When going out on my own, I obtained the CERTIFIED FINANCIAL PLANNER(TM) Professional designation and an Enrolled Agent license to practice before the IRS. My financial planning coursework was completed through Florida State University, and I have a Bachelor of Science degree in Management from Palm Beach Atlantic University.

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