It's tax season again. Get the forms together, run some numbers, and see how things turned out. That works fine until that one year when you get knocked over with a tax bill you weren't expecting. It's kind of like driving through the rearview mirror. it's tough to know what's ahead and easy to be surprised.
Years ago I hit one of those surprises myself. I started to built a few projections and found a windshield was way better than a rear view mirror. It's easier to avoid surprises when you're looking in the right direction.
For one flat rate, tax clients receive:
If you have a small business (Schedule C), rental or K1 income (Schedule E), investment or property sales (Schedule D), or other unique schedules or items, there may be an additional fee depending on the complexity of those items and estimated time to complete the work. My goal is not to add extra fees unless there's a lot of extra time required for these items.
If you have questions, contact me for a complimentary, no obligation quote. If your needs are beyond my expertise I'll be the first to tell you and am happy to help with a complimentary referral.
Einstein's definition of insanity was doing the same thing over and over and expecting a different result. If you're tired of tax surprises, it might be time to try something new. Contact me anytime for an initial no obligation conversation.
For 2024 income taxes (filed in 2025) our tax package is priced at $450.
Some tax shops will advertise a low starting price and then nickel and dime you to death for every last item on your tax return. I think that's deceptive and annoying, so I don't do it that way. Our flat rate includes all the items in the bulleted list above and is the final out the door price for the majority of clients.
I do offer discounts to Van Meter residents, returning clients, K-12 teachers, religious ministers, and veterans. I also have an Early Bird special for tax returns completed in February.
If your taxes include schedules C, D, E, or other unique items, there may be an additional fee based on complexity of the situation and estimated time to complete the work. Contact me for a no obligation review and quote.
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | Van Meter, Iowa
Copyright © 2018-2024 Ashland Advisors PLLC
Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.