I personally sit down with almost all of my clients every tax season. This provides you with an opportunity to ask questions and learn how to improve your tax and financial situation. Many of my competitors prefer to delegate this job to a receptionist or office assistant who collects your signatures and money but offers little in the way of explanation of your return or advice on things that you should be doing differently. I always make time for clients who need extra help after tax season with anything ranging from audit assistance to figuring out how to retire.
Todd's Tax Service LLC
Full for 2018 - Not accepting new clients at this time. Office reopens Jan 2, 2019.
I welcome new clients. Feel free to call or stop by the office to chat before setting an appointment with me if you have questions not addressed here. All information is kept strictly confidential. Questions are designed to assist me in quoting you a fee, an appropriate "settlement option" etc.
I do cutoff acceptance of new clients near the end of the filing season as I reach capacity. Please come in before April 10th to insure good service.
If you have a business, it is a good idea to speak with me before we set your tax preparation appointment to insure that I will be a good fit for your needs. For your protection (and mine), I insist that small business clients maintain good records and agree to follow the law. My job is to accurately prepare your returns and work with you to legally minimize your tax liability, while taking advantage of loopholes, deductions, and credits that can benefit you. I do not accept new clients with any type of farm activity.
Want to go 100% Paperless? Simply indicate your preference in the new client info form so we can work 100% digitally with you (no paper).
New clients may drop off their information prior to their appointment - allowing the most efficient service. Please drop off your prior year return, completed checklist (see checklists page) , tax documents etc. Also include a voided check for direct deposit/debit of your tax refund/balance due.
Once you become a client and get in our system, you will receive 1 communication from me (via U.S. Mail) on or around Dec 31 of each year. Otherwise, I do not do any telemarketing, emailing, etc. My philosophy is to be available to my clients when they need service and not do marketing. We never sell our client list to anyone. Your information is 100% private. We use a software provider that only has servers in the U.S. (Nothing overseas).