Click/Tap for Black Friday / Cyber Monday Deal

Renew or establish your client relationship with me before December 31st, 2021 and receive a $50 discount on your 2021 Premium Tax Prep (or Premium Tax Prep+).

Click here to claim.

“I'm a tax preparer that loves Jesus, I have time to talk to you, and I do what I said I'd do when I said I'd do it.”

Danny Nelson, EA

Services

Premium Tax Prep™

I will prepare your 1040 (Income Tax Return). With me on your side, you will know your return is complete, accurate, and optimized for your benefit.

Audit Intercession™

Are you being audited by the IRS? If you would like a tax professional to intercede on your behalf before the IRS, you can hire me to do that. I'll make sure your rights are represented fairly.

Opportunity Lookback™

Included in Premium Tax Prep

Do you sometimes wonder if you left money on the table in a prior tax year? Let me take a look at your returns to see if we can find it and get it back!

Tax Return Projection™

We do this around or after September 1st each year as a final check of our Premium Tax Planning when we did your tax return. What changed? If it did, how did it affect the tax return results for next year and what do we want to adjust?

Premium Tax Planning™

Included in Premium Tax Prep

Do you wish you could know the result of next year's tax return now? When we're done with your tax return we will plan for next year's tax reutrn and make adjustments if we don't like where it's headed.

S Corp Compliance™

Are you an S Corp shareholder? I specialize in S-Corp Compliance. I've got you covered from reasonable compensation to shareholder basis tracking. Schedule a free conversation so we can decide together if we're a good fit…

Guarantees

No Surprises Guarantee™

When it comes to taxes, there are almost never good surprises, so I try to eliminate them all.

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There are two kinds of surprises I work hard to avoid for you…

1. Pricing

Prices for all of my services can be found on this page.

Premium Tax Prep and Premium Tax Prep+ start at $500 and $1,000, respectively. They usually aren't more than that, but sometimes are.

If you are not a current client, I can quote you an estimate based on your situation for $75.

If you accept the engaegment, that $75 is applied to the cost of your chosen Premium Tax Prep package.

If you are a current client that added a complexity to your situation and you want to see if it will change your Premium Tax Prep cost, just ask me and I will do an estimate for you.

2. Taxes Due With Tax Return (or A Too-Big Refund)

It stinks to have an unexpected tax bill in April. It can be equally frustrating to pay in too much during the year and have those funds locked up in the US Treasury.

Premium Tax Planning is included with Premium Tax Prep and can be used to plan for the next tax year when your tax return is prepared.

You can have me do additional Tax Return Projections anytime to plan for changes to your situation as they happen.

Premium Tax Prep+ clients are entitled to an additional Tax Return Projection every Fall which is useful for surprise prevention.

No Mistakes Guarantee™

IfI make a mistake on your return I'll cover the penalties, interest, and additional tax… up to $7,000 per return! Reasonable restrictions apply; ask me for details if you want them.

Relationship Guarantee™

Surprisingly, most people who have a complaint about their accountant don't have a problem with their quality of work, but with their quality of communication.

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Most complaints about tax accountants are that they are poor communicators, they are impersonal, they forget about you, and when they do remember you, the process feels rushed.

That's not good enough and you deserve better.

My Relationship Guarantee means that you can expect:

  • good communication both with and from me,
  • personalized attention, and
  • prompt service at a comfortable pace.

And if you ever feel that I'm falling short of my promise, I want you to call me on it because it's important to me that we have a great working relationship.

Active Client Relationships

Client Relationships Available

You Are 1 in 100

I cap my client relationships at 100.

I do this is because I don't believe I can deliver on my guarantees to you if I stretch myelf beyond 100 client relationships. It's important to me that I keep my promises to you.

Pricing

Black Friday & Cyber Monday Deal

Renew or establish your client relationship with me by Friday, December 31st, 2021 and recieve a $50 cost reduction to your 2021 Premium Tax Prep (or Premium Tax Prep+).

$450 will be charged to your card today and credited to your account. Your 2021 Premium Tax Prep (or Premium Tax Prep+) cost will be reduced by $50.

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