Tax Wizard LLC
Online
Online
EA with experience with all forms of 1040 tax preparation. Can also file 1120, 1120s, 1165. Also skilled with other tax related services 1099s, w4/7/9s. Bookkeeping service not offered yet.
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What do you love most about your job?
I love dealing with individual client issues. I especially enjoy brief tax planning to create tax savings.
What inspired you to start your own business?
I have a set of clients who reached out to me for tax services. They trusted my ability to help them answer any tax questions and have a high level of confidence in me providing them a service. Looking to expand the client base.
Why should our clients choose you?
I offer a high quality service and look to understand a particular situation prior to filing. I respond on a 24 hour timeframe.
Can you provide your services online or remotely? If so, please add details.
Everything is online to provide you the low cost service you seek. In person is done on a per diem basis.
What changes have you made to keep your customers safe from Covid-19?
I ask if there is any recent diagnosis prior to scheduling an in person.
Tax Preparation
Full service preparation. Begins with a brief 15 min or less consultation, followed by preparation, followed by a client review.
Tax Consulting
30 min tax consultation. Ask any tax related question as it pertains to your situation.
IRS/State Audit Letters
This is an additional service and will begin with a review as to how the letter came to be. Accountant will decide if any action can be taken toresoond to letter. Review is concluded once accountant communicates result to client.
Business Tax Preparation
Right now this is a limited service and does not include bookkeeping, financial planning/advisory. Client can submit record of business/income expense and a tax return will be provided. Must provide a prior year return.
