Stephens Tax Service, LLC,  Mobile Notary
Stephens Tax Service, LLC,  Mobile Notary

Stephens Tax Service, LLC, Mobile Notary

contact for price

Select a service
Zip code
Service needed
Annual revenue
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: 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 115 times

Background checked

1 employee

13 years in business

Payment methods

Cash, Check, Credit card, Square cash app, Venmo

Social media

Facebook

Top pro status

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

Jan - Jun

Jul - Dec

Featured Projects

2 photos

Reviews

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

Excellent 4.9

81 reviews

5
94%
4
3%
3
0%
2
2%
1
1%

Read reviews that mention:


pro avatar
Kelly M.
Apr 19, 2021
·

Hired on Thumbtack

Hired on Thumbtack

I highly highly recommend Tom Stephens to assist with your taxes. He was great! He came highly recommended by a friend of a friend and if you still need to hire someone to do your taxes, I have nothing but praise for Tom. I had questions and he patiently answered everything and he responded fast to my emails. His price was great too. Thanks Tom- I’ll refer people to you!
Stephens Tax Service, LLC, Mobile Notary's reply
Thanks, Kelly. I strive to provide superior service and make the process straightforward and easy.
Individual Tax Preparation
pro avatar
Tamikia R.
Mar 6, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Mr. Stephens answered all of my tax questions and provided me with helpful information for my new business. I am very pleased with his service!
Stephens Tax Service, LLC, Mobile Notary's reply
Appreciate the review, Tamikia. Excited for your new venture!
Individual Tax Preparation
pro avatar
Briana H.
Jun 4, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Tom was great! Called when he would be a few minutes late which would have been fine regardless. Very nice and explained what he was doing and how it worked. Great to work with!

Details: 5 signatures • My home, venue, etc.

Stephens Tax Service, LLC, Mobile Notary's reply
Tanks for the kind words. customer communications and training/educating are expectations I have of myself in client interactions. Let me know if I can assist in the future- ASA notary or on the tax side.
Notarization
pro avatar
Sherry T.
May 31, 2021
·

Hired on Thumbtack

Hired on Thumbtack

We could not be any happier (except if he had a direct line to the government to get our refund quicker lol). There is no doubt that we will recommend him to others and will use him again!
Stephens Tax Service, LLC, Mobile Notary's reply
I appreciated being of service to you and look forward to assisting in the future.
Individual Tax Preparation
pro avatar
Catrina c.
Jul 17, 2020
·

Hired on Thumbtack

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
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 muiltiple W2s, homeowners and had some stock transactions, price would be $235-250.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 do 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.

Not what you’re looking for?

No problem: we have pros for every job.