FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Additional fees as applicable: $190 for self-employment/sole proprietorship (Schedule C) $180 for the first rental property (Schedule E) and then an additional $80 for each additional rental property $100 for sophisticated investors (a significant number of 1099s from investment portfolios) $40 for additional state tax returns (2 are included in the tax prep fee) If you are happy with Taxes by Tara PC's services and one of your referred loved ones files a tax return with Taxes by Tara PC, your next tax return will be discounted as a thank you. The highest compliment you can give me for excellent service is referring your friends and family.
- What is your typical process for working with a new customer?
Taxes by Tara PC uses a secure client portal (TaxDome) to share sensitive tax documents with you. You will receive an invitation to activate your account so we can start on your tax return. Taxes by Tara PC requires your complete prior-year federal and state tax returns (if applicable) and two forms of identification, one of which must be a driver's license (for the taxpayer and spouse, if applicable), for all new clients. Taxes by Tara PC is here to support and educate you in your tax decisions, so please reach out if you have any tax questions, whether during tax season or at any other time. - - Here are the steps for your tax return: ACTIVATE - Activate your TaxDome account. CONTRACT - Read and sign your engagement letter and pay a deposit ($100 for personal; $200 for business). ORGANIZER - Update and submit your organizer with applicable answers and documents. COMMUNICATION - I may ask follow-up questions or request additional documentation. Once your tax return is ready, I'll share the finalizing steps. I'll respond to your inquiries or questions promptly and thoroughly, too. It is my forte! INVOICE - Pay your invoice to unlock and review your tax return. REVIEW - Please review your tax return before you sign the e-file authorization document(s). SIGN - Authorize me to file your tax return by signing the e-file authorization document(s). ACCEPTANCE - After your tax return is accepted, I will let you know. You can consider your tax return DONE AND DONE!
- What education and/or training do you have that relates to your work?
I have an Accounting Degree from Utah State University and a MBA Degree from Westminster College. I am a licensed CPA in the state of Utah. I participate in ongoing training to sharpen my skills as a tax professional. I keep current with changes to tax law so you can be confident you are in the best hands.