When it comes time to prepare your tax return, you just want to get it done and done right by someone who has real expertise. Someone who can guide you to getting the refund you’re entitled to. Someone who can give you peace of mind that you’re not paying more than required to the IRS.
Here’s how to tell if you need to have a professional file (or double-check) your tax return for you:
If you’re confused about the changes in the tax code.
If you’re worried that you might not get a refund, especially if you usually get money back.
If you’ve tried using filing software, like Turbotax, but the refund that you are due seems smaller than last year… or you owe money, for the first time.
If you’ve used a big brand tax refund company in the past, but you’re feeling unsure if you’ve gotten every deduction that’s possible for you.
If even one of these things is true for you, then you’ll be surprised at how much peace of mind you’ll gain by working with a professional.
Here’s What You Can Look Forward To When Working With Me
I can file your taxes for you, or double check your DIY results before you file, so you can feel more confident that you did everything right.
When I prepare your tax return, I will:
File quickly, so you can get your refund faster.
Make sure you get every deduction that you’re entitled to.
Review your tax withholdings from your paycheck to make sure they are right for you.
Check to see if you are at higher risk of being impacted by the new tax laws (especially if you itemized deductions, claimed mortgage interest, or took out a home equity line of credit in the last two years).
Find out if you owe taxes. And if so, I will show you what you can do to improve your return next year.
Check to see if your refund has changed from last year. And if so, help you understand why.
I’m also available year round if you ever have questions or if you ever receive a letter from the IRS and need advice on how to move forward with confidence.
In order to keep things simple, you only pay a flat fee for the whole service. My fee often ends up being less than you’d pay at a big brand tax refund company.
If you would like more information about how I can help you file your personal taxes, click here to learn about my simple pricing and book your free 20-minute phone consultation. There’s no obligation. And you’ll leave feeling more confident about the next steps for you.