Pricing
Unlike many CPA firms, I use a fixed pricing model. My pricing model is based on forms and transactions rather than billable hours. This provides transparency for you, the client, so you can know the cost of your tax return up front rather than getting a surprise bill based on hours input to prepare your return. You can learn more about my pricing model here.
General Process for Tax Returns:
We will start by setting up a call to discuss your tax situation and see if the tax relationship would be a good fit.
If the call goes well, I will provide a personal quote* based on your prior year tax returns. I will set you up with a TaxDome portal account so you can share your returns securely. A review of your prior year returns will also give me an even better idea of whether your tax situation fits into my area of expertise.
After you’ve approved the quote, I will send an engagement letter through TaxDome for your signature.
I will send a tax organizer to help you gather your tax information and so you can update any personal information that may have changed since the prior year.
TaxDome is the portal you will use to securely upload all of your tax documents during tax return preparation. You may start uploading documents as soon as you receive them. Generally business clients use Quickbooks or something similar and will grant me access to their accounts for tax preparation.
I will use Drake Tax software to prepare your return.
I will reach out to you with any additional questions or information requests that arise during tax return preparation.
I share the final returns with you through TaxDome. I will send the signature requests for the 8879s through this platform as well. The signatures on the 8879s are required for me to e-file your return.
Once you have approved the return and signed the 8879s; I will send a bill for the cost of the tax return preparation.
I will e-file your return once payment is received.
*Please note that the quote is subject to change based on changes in your tax situation from year to year.
History
I am a Licensed CPA in the state of Montana with several years of experience working in corporate accounting for the large multi-national corporations: Intrawest and Johns Manville. Following my corporate career, I transitioned into tax return preparation and planning. I have extensive experience with personal tax returns; specializing in equity compensation, rental properties and schedule c businesses. My entity tax return skills include preparation of forms 1065 and 1120-S for small businesses.
Contact me
Hiring a quality accountant is the first step toward financial success. Let’s schedule a free consultation to discuss your financial needs. I will meet you virtually at your convenience.