You probably stumbled upon this post (or were sent a link) because you are inquiring as to whether we are accepting new clients for the upcoming filing season.
At the time of this post, we currently have room for about 10 more new "ideal" clients.
What is our "ideal" client? If you have your own business that you report on a Schedule C on your personal tax return, and you either use a professional bookkeeper or have quarterly checkins with a professional bookkeeper to ensure that your books and records are accurate and ready for tax time, we would love to talk and see if we might be a good fit for your needs.
In addition, if you own investment properties, especially short term rentals like airbnbs, we would also be thrilled to have you as a client! (I love real estate!)
Those are my areas of specialty and I know I can provide excellent service to clients in these situations. I am also willing to take on small business clients and solopreneurs that do not use a bookkeeper if they are willing to fill out my worksheet at tax time and summarize their own income and expenses. I put this policy into effect a few years ago because I am just so busy in the months of January - April that I do not have time to help fix books that have not been kept accurately, total boxes for of reciepts, or try to figure out what goes where on an excel spreadsheet.
In addition to these 10 ideal clients, I can also accept a handful of individual filers or married couples that have W2 jobs and possibly own their own home but do not (yet) own their own business or investment properties.
Unfortunately I am full at this time for any new partnership or S-corp returns (and I currently do not prepare C-corp, non-profit, or trust and estate tax returns - but I do have excellent local referrals if you are looking for someone to help in those areas).
The one exception to this would be referrals from my preferred local bookkeeping partners. Because I know and trust these business owners to provide me with client books that is up to date, reconciled and "tax-ready", I am able to accommodate new entity return clients from these sources only at this time.
I am predominantly a virtual office at this time, so you would also need to be comfortable doing business remotely through the use of my secure portal and Docusign. While I do have a couple office locations locally that I can schedule appointments at if needed, or arrange for drop off's and pick-up's, these services add quite a bit of extra workload and expense to the business, so starting this year, I am implementing a $100 scanning fee if you prefer to drop off your documents in person, and a $100 paper return fee if you require paper copies of your tax return in addition to the digital copies.
If you would like to avoid these additional up charges, you can scan and upload your documents yourself through the secure portal or you can upgrade to my Premier In-Person Tax Preparation Package where both of these are included in addition to two in-person meetings with me to drop off your paperwork and go over any questions you have, and then again to pick up the return, sign and pay.
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