As a tax professional, a primary way to serve my client is to listen. Yes, professional competency matters. Yes, my ability to research answers and solutions matters. Yes, turnaround time on an item matters....but none matters as much as listening.
Through my chosen profession, I get to interact with people, offer insight and advice, and use my aptitude for numbers. I enjoy teaching my clients items in regards to the tax code and how it impacts them.
Overview
Hired 121 times
Background checked
3 employees
17 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, PayPal, Square cash app, and Venmo.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2019
2018
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Financial services
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Excellent 4.9
84 reviews
5
94%
4
3%
3
0%
2
2%
1
1%
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Read reviews that mention:
Catrina c.
Jul 17, 2020
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Hired on Thumbtack
You might initially be concerned about meeting a stranger at Panera and giving them every personal piece of information about you. However, this transaction was great! Everything followed the process as stated from the quick review time to a good amount of correspondence. I had my return done sooner than expected, got all of my documents back, got some good advice for next year, and it was over. I have no reason to look for another tax preparer. If you have questions about tax strategies, side hustles or other financial goals, you will be happy to work with Tom. Thanks for dealing with my last minute taxes!
Individual Tax Preparation
Patricia M.
Aug 19, 2015
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Hired on Thumbtack
We are very pleased with the service we received from Tom. He explained what needed to be done in easy terms to understand and then took action to correct our 2013 tax return. We would highly recommend his services and would definitely use him again in the future.
Individual Tax Preparation
David R.
Mar 10, 2022
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Hired on Thumbtack
I called with plenty of questions like anyone would do. Not knowing what was involved in doing our taxes with the wife getting social security now. Tom responded immediately and called me back. He explained each thing and we set up a time for him to come out and review our stuff. He sent over a email with the requirement d of what he needed from us and yo print it. But I don't have a computer to print a word document and couldn't. He said no big deal, when he gets here we can do it together. And we did. He's a very nice well educated tax professional that knows his craft. I am glad to find him and use him. And he's are go to tax guy, now forever.
Thanks Tom for providing us a valuable and reliable service. I look forward in your future services.
Respectfully,
David Rzonca
Individual Tax Preparation
William S.
Mar 16, 2020
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Hired on Thumbtack
Tom was easy to work with, always on time and very thorough in his work. I am very pleased with the quality and his understanding of our tax situation this 2019 tax year. Will definitely use him again and highly recommend him.
Stephens Tax Service, LLC, Mobile Notary's reply
I appreciate the review, Bill. Enjoyed being of service to you and look forward to a continued relationship.
Individual Tax Preparation
Danielle M.
May 3, 2020
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Hired on Thumbtack
Tom provided excellent service on our tax returns! This was our first year in Ohio and we were new to state income tax and city income tax. He was extremely patient with our questions and we never felt rushed. He was extremely responsive anytime we had questions and in completing our returns. I would recommend his service, hands down!
Stephens Tax Service, LLC, Mobile Notary's reply
Thanks, Danielle!
Accounting
Credentials
Background Check
Thomas Stephens
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Simplest way to say it, the more involved the return the more expensive. Something such as a 1040-EZ would be $90 for the filing of the Federal, State & Local returns. If someone were married filing jointly, with multiple W2s, homeowners and had some stock transactions, price would be $335-350. Others could be in between or above that. All depends on complexity....and a little bit on timing.....
What is your typical process for working with a new customer?
Call/email to set up a time to meet. Forward them my Client Data Sheet by email for completion prior to meeting. Generally have us meet someplace public, but fine doing it in their home. Have them collect information together to allow us to be effective managers of time when together. Collect information. Work on the return. Have working understanding of status of return within 48 hrs. Chat with customer via phone or email. Make payment arrangements (can be collected at time of meeting). File return. Forward copy of return electronically after acknowledgement of receipt by the taxing authorities (Fed, State, etc).
What education and/or training do you have that relates to your work?
I am an Enrolled Agent. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. I do at least 16 hours of continuing education every year. Each year, I recertify through the IRS on regarding the Earned Income Tax Credit. Additionally, I take courses or attend conferences through organizations such at the National Association of Tax Professionals (NATP) and others.
