USA Tax and Accounting Sevices

Offers remote services

Discounts available

Offers remote services

Discounts available

$70/hour

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Introduction: Meet the owners - Bill and Erin. Both are CPAs With great resumes. Also, meet John, our Financial Planner. We are excited to have him on our team. Bill's background includes Tax Agent, Auditing, Chief Financial Officer (CFO), Certified Fraud Examiner (CFE), SAP consultant and, Department of Defense consultant for PricewaterhouseCoopers (PWC), and over 50 years of Tax Preparation. Erin is CPA, CTP with an MBA, and works as an international corporate Treasurer. Like Bill, she has many years of experience preparing tax returns. For our clients, we offer affordable pricing that includes a secure portal for our communications, tax documents, returns, and all essential items for filing. Also, Direct Deposit/Withdrawal from your bank account; Federal and State returns efiling. Our Financial Planner: John Zang, with Ameriprise Financial, has been involved in Financial Services since 1988, serving families and helping them organize, accumulate, and distribute their wealth efficiently. Using proprietary goal-based strategies and proven financial planning principles, John has helped his clients achieve their Retirement, Education, and Multi-Purpose desires. For services outside of tax preparation, we solely focus on small businesses that use software like Quickbooks or something similar or are ready to graduate to something a lot better. By specializing in this area, we are able to serve this niche in the industry better. Accounting Software Selection & Implementation Bookkeeping/Write-Up Business Consulting Estate & Trust Tax Preparation Financial Analysis Results We work with you personally to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results. Relationships We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price but small enough to give you the individual attention you deserve. Relief Rest assured that when a need arises, our firm is ready and capable of handling everything for you so you can focus on what matters most to you.

Overview

Hired 6 times

Serves Johnstown, OH

Background checked

3 employees

5 years in business

Payment methods

This pro accepts payments via Cash, Check, PayPal, and Zelle.

Social media

Facebook, Instagram

Featured Projects

6 photos

Reviews

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

5.0

4 reviews

100%

Jeffrey L.

4 weeks ago

Hired on Thumbtack

On short notice, Bill didn't hesitate to give me call. I needed a P/L statement asap, and he was instrumental with instructions and timely expertise. With his help, I was able to submit my P/L with time to spare. I look forward to working with Bill soon.

USA Tax and Accounting Sevices's reply

Thanks, Jeff, We appreciate your trust in our abilities and am thrilled that Bill was able to provide you with the expert guidance you needed on short notice. Thank you for providing future clients with how responsive and timely we resolved your needs.

Accounting

Jenna B.

Feb 27, 2023

Bill has been doing my taxes for years. He's fast and great at what he does. He's very knowledgeable and keeps up with the changing laws. Also better priced than H&R Block.

USA Tax and Accounting Sevices's reply

Thanks, Jenna We appreciate the kind words.

Andrew S.

Feb 27, 2023

I have to use Bill for my taxes for over 20 years and do not have anything bad to say about him would recommend him to family friends and anyone I know Drew

USA Tax and Accounting Sevices's reply

Thanks, Drew

Diane R.

Feb 7, 2023

USA Tax and Accounting Services has prepared my mother, two daughters, and my tax returns for three years. They are in the process of doing our 2022 Tax Returns this year as well. Each year has been an excellent experience. The professional was knowledgeable, thorough, and efficient in handling my tax needs. Their attention to detail was noticeable, and they explained my tax situation clearly and concisely. They went above and beyond to ensure I received the maximum tax benefits, and their guidance and advice saved me a significant amount of money. I highly recommend their services to anyone looking for a reliable and expert tax professional. Overall, a fantastic experience, and I look forward to working with them again in the future.

USA Tax and Accounting Sevices's reply

Thanks, Diane we appreciate you providing a review. Customer satisfaction is important to us.

Credentials

Background Check

Bill Hannigan

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is reasonable with a free 30-minute phone consult. A basic W-2 tax return costs $150 and includes the FED and one state return. This price also includes Efiling, Direct deposit/withdrawal, and free use of the secure portal. $25 discount on new clients. 10% off for clients that are in the military, veterans, or 65 or older. We will email potential clients a small document about us and what we offer. Visit our website
What is your typical process for working with a new customer?
1. Gather and review the client’s financial documents: The first step in working with a new tax client is to gather relevant documents, such as W2s, 1099s, bank statements, and other documents related to their income, investments, and deductions. 2. Take time to get to know the client and ask questions to build a good relationship. This will help ensure the client will be forthcoming with all the relevant information you need. 3. Using the information provided by the client, create a tax return based on their income, deductions, and other factors. 4. Check for accuracy: Review the tax return for any errors or discrepancies before filing it. 5. File the completed tax return promptly to avoid penalties. 6. Offer advice and planning opportunities: Once you’ve filed the tax return, take the opportunity to offer advice and planning opportunities to the client to help reduce their tax liabilities and improve their financial security.
What education and/or training do you have that relates to your work?
Bill's background includes auditing, Chief Financial Officer (CFO), Certified Fraud Examiner (CFE), Certified Government Auditing Professional (CGAP), Senior Consultant PricewaterhouseCoopers, SAP consultant, Department of Defense consultant, and over 40 years of Tax Preparation. Erin is CPA, CTP with an MBA, and works as an international corporate Treasurer. Like Bill, she has many years of experience preparing tax returns.