Filing a tax return is kind of like a post game press conference. About all you can do at that point is reflect on what happened. A lot of tax offices are experts in the press conferences and don't offer much else from there.
Instead of driving through the rear view, I use the windshield to think about any changes needed before the next press conference. If the last one went well, then let's keep things on track. If it didn't, then let's adjust to make the next one go better.
The value of a coach isn’t how they handle the press conferences. It’s what they do between them that matters.
For one flat rate, our tax services include:
I'm always happy to meet in person, it's just not required to get your returns filed. If the portal isn't convenient for you, you don't have to use it.
Einstein's definition of insanity was doing the same thing and expecting a different result. If you think your press conferences could go better, it might be a time for a new coach.
2024 Individual (1040) income taxes are priced at $450. That's a final price for most clients.
If you have a business, rental properties, property transactions, or other unique items, there may be an additional fee based on complexity and estimated time to complete the work. Contact me for a no obligation review and quote.
I offer discounts to returning clients and
I also offer an Early Bird special for tax returns completed in February.
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.