As an Enrolled Agent, licensed by the IRS, I can handle your federal & state returns and your city return if desired. I can also offer Proactive Tax Planning, in which you receive an ongoing review of your tax situation, this will ensure that you are paying your taxes in the most efficient way possible. I provide services for: Business Taxes, Schedule C, Personal Taxes, Amended Taxes, Individual Tax Preparation, Personal Retirement Tax, Tax Designations, Tax Relief, Past Due / Back Taxes, Penalties & Interest, Tax Levies & Liens, and Tax Representation.
I can thoroughly review your tax documents, and submit your forms.
Are you withholding too much from your take-home pay , then receiving a huge tax return each year? You may be able to keep more of your monthly income. Or you may be withholding too little, and then owing too much money at year end. Through my Withholding Analysis, I can provide an in depth analysis to determine the ideal figures to best suit your needs.
Never fear correspondence from the IRS, State, or local agencies. I can decipher, explain, and help you decode correspondence to ensure that it is properly handled. As an Enrolled Agent I am licensed to practice before the IRS.
AFLS fees for personal accounts are $135 per quarter and are billed the first month of our agreement to work together then every three months on a date of your choice by automatic charge to your credit card or bank account. For service-specific planning in the topics listed on this page the fee is $125 per hour. You are not required to sign an ongoing fee payment schedule for service-specific planning. You can cancel at any time by contacting VSFS by phone, text, email or in person.
I fully believe in and will practice fee-only financial planning. By that I mean that you pay only an hourly fee for services and information based on an hourly fee or a fixed fee for more complex plans and/or services. I will not try to sell you any kind of financial product, which allows us the flexibility to consider any and all products in the market for you to choose or not to choose. I believe that this model significantly reduces any conflict of interest between recommending a product that is best for you, or recommending a product that pays a high commission. I will receive no commissions at any time. I also believe that a fee-only structure is familiar to most people: many professionals charge in this manner such as attorneys and accountants. VSFS will not assume control of your assets or conduct transactions on your part—we can assist and guide you but you make the final decisions.
Tax Preparation Fees
Form 1040, including Schedule A and Schedule B: $150
Add Schedule D $200
Add Schedule E $225
Schedule A with Small Business Schedule C: $375
Partnership and S Corp fees begin at $525 and are adjusted for complexity of return.
All fees include electronic filing of federal and state returns.
10% Discount for Active Military
Enrolled agent status is the highest credential the IRS awards; as such, individuals who obtain this elite status must adhere to stringent ethical standards, and complete 72 hours of continuing education every three years to maintain their licenses. Enrolled agents advise, represent and prepare tax returns of individuals, partnerships, corporations, estates, trusts and any other entity with tax reporting requirements. EAs prepare millions of tax returns each year and their expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS. EAs are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. As an Enrolled Agent, I am licensed to offer the aforementioned specialized services to you.
This is my "Advanced Financial Life Support", which will enable me to diagnose your financial "vital signs" and treat them and then to move on to diagnose your more comprehensive financial needs and issues. Like an excellent care provider, my goal is to be there continually to answer your financial questions, and assist you in future financial planning. I will help you to form a strategic plan for your personal finances and will actively support your needs to make your goals a reality.
I can examine your saving, spending and investment status; this includes your your debt levels and your emergency fund level.
I can examine your current insurance policies to see if you have adequate levels of the correct kinds of insurance to deal with unexpected events.
I can examine your employee benefits package to assure that you are deriving the maximum benefit from your package, and that you understand your options.
If you have or are planning to have children, or want to help grandchildren, we can discuss the methods of funding these needs.
I can examine your current retirement planning and/or plan to see if you are on target. I can also also examine your retirement account withdrawal strategies and determine if they are the most tax efficient for your circumstances.
If you have not already done so, I will insist that a client get a will prepared. I can examine your basic estate planning issues so that we can work with a competent estate attorney to assure that your basic estate planning needs are addressed.
