Personal Tax Solutions, LLC
It’s free with no obligation to hire
Hired 8 times
9 years in business
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- Phillip H.
Individual Tax Preparation
My experience so far with Mr. Small has been excellent. He professionally prepared my 2014 return very timely and researched several issues with the IRS on my behalf. I would highly recommend his services to anyone with the easy to the most complex tax situations. Very responsive.Apr 16, 2015Verified
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- Antoinette S.
I needed my taxes done and was referred to him by a friend I could only correspond thru email because of my job and he emailed me at every step was very prompt and he explained everything I will be getting my taxes done by him in the futureApr 9, 2015
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License Type: Attorney (NY)
- What should the customer know about your pricing (e.g., discounts, fees)?NO complicated pricing system. Personal Tax Solutions, LLC charges its clients a flat fee to conduct tax resolution. While we track our time, faxes, letters, research, and other work performed, we find that our clients experience a significant benefit from knowing up front the total cost for our services. This is particularly true given the situation most of our clients are in - they are stressed about the taxes they owe and want to feel a sense of control over their finances. In our extensive experience tracking our time on past cases, we found a pattern for the amount of work required to bring a case to resolution. The most important variables that will dictate the amount of work required by us to resolve your case are: 1) the amount of tax owed, 2) the type of tax owed, 3) the responsiveness of our clients to our requests for documents, and 4) whether you have tax owed to more than one agency (i.e., Federal and State).
- What is your typical process for working with a new customer?The first step is to understand the issue - what problem are you trying to solve?: unfiled returns, tax debt, wage levy, etc. For that, a phone call is invaluable. I then need to understand why you owe, haven't filed, etc. Was there an audit, identity theft, retirement distribution? I may need to review IRS or State tax records. Finally, we'll discuss your options and I'll get to work.
- What education and/or training do you have that relates to your work?I started this work back in law school and have been doing it ever since; staying abreast of tax law changes every step of the way.