Below are the most common questions ask about our services. If you have additional questions please contact us through our contact form or call/text us.
The list below is what to expect and the process we follow when you become a client of Steve Smith Tax Prep:
- You will receive a welcome letter via email or text. This will confirm the day and time of your appointment and whether it will be at my office or at your home.
- At your initial appointment we will discuss your overall situation. I will gather your personal information needed in order to file your return electronically and collect all your tax forms.
- If you have rental property, farm income, or a small business I will need a spreadsheet or worksheet of your income and expenses. If you want I can provide an organizer to consolidate all this information.
- You should have an estimate of what your approximate refund or amount owed within 48 hours.
- Any missing information still needed will be requested.
- Your return will be reviewed again for accuracy.
- A completed copy of your return will be sent to you via a secure portal or encrypted Email for you to authorize.
- You will also receive a summary of Observations and Remarks outlining any unusual items, and risks or opportunities, if applicable. Also a two year comparison will be provided.
- You will also receive a summary of action items needed to file your return. Paying estimates, envelopes to mail, etc.
- Your return will be filed after your authorization and I will contact you when all your returns have been accepted by the taxing authorities.
- If you expect a refund you will receive several text or phone calls updating the status of your refund.
- After you receive your refund, I will send a paper or electronic copy and your original source documents along with my invoice and signatures for E-filing authorizations.
It depends on the complexity of your situation, the number of pages in your return, and the amount of data entry needed. My rates are very competitive.
Student returns are free if they only have W-2's. If they have 1099's there will be a fee.
- Small businesses
- Stocks, bonds and mutual funds
- Oil and gas properties
- Rental real estate
- Offers in compromise