“Thank you for taking advantage of my Black Friday / Cyber Monday deal. Whether you're renewing or establising a relationship, please go ahead and schedule a conversation so that we can touch base and get rolling on any opportunities that are available now.”

Danny Nelson, EA

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.