Smarter Tax and Finance
4911 North Lincoln Avenue, Chicago, IL, USA
(1)
4911 North Lincoln Avenue, Chicago, IL, USA
(1)
Accountant with CMA(Certified Management Accountant) and MSF(Master of Science in Finance) degrees. Completed Annual Filing Season Program.
In-person appointments, walk-in tax preparation, or virtual tax preparation services available
Upload or drop-off forms to have your taxes prepared
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1 customer review
Michelle Klatt
Accounting
Working with smarter tax and finance has been a wonderful experience. Very detailed and thorough. I highly recommend them.
What do you love most about your job?
I love working with numbers and specifically the financial analysis component. I love analyzing financial data and coming up with applicable insights.
What inspired you to start your own business?
Throughout my journey, my work ethic and ambition has driven me toward my end goal which was to become a Chief Financial Officer. Starting my business allows me to gain the benefits of being a businessman along with becoming the CFO for multiple clients.
Why should our clients choose you?
Accountant with CMA(Certified Management Accountant) and MSF(Master of Science in Finance) degrees. Completed Annual Filing Season Program.
In-person appointments, walk-in tax preparation, or virtual tax preparation services available
Upload or drop-off forms to have your taxes prepared
Upfront Pricing and Clear Deadlines
Fast Response and Preparation Times
Authorized E-File Provider
Provides copy for approval before filing
Your Dream Business Partner - always available for clients and provides year-round guidance and support.
Can you provide your services online or remotely? If so, please add details.
Yes, I provide services to people all around the USA.
What changes have you made to keep your customers safe from Covid-19?
Masks Required
Hand Sanitizer
Tax Return Drop Off Service, Upload Documents, and Virtual Tax Service options added
Individual Tax Preparation
I help prepare individual federal and state tax returns specifically form 1040 and any other forms required including: Schedule A, B, C, D, E and so on. I charge by form so the more complex the return the higher the charge.
Business Tax Preparation
I prepare Form 1065 for partnerships and LLCs along with form 1120 for C and S corporations. I charge $175 per return if given records/numbers otherwise I charge 150/hour for the time it takes to organize the records in addition to the $175 preparation cost.
