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I will provide professional tax preparation and advisory services
United States
Tax Partner
About this Gig
We will speak over the phone or video call to see what your tax situation looks like. Then, I will send a tax organizer that will collect your information and documents electronically (takes 10-20 minutes). Once I have confirmed I have all the documents needed, I will prepare the initial tax return draft in 5-10 days. This delivery time does not begin until all needed documents are received.
Once the draft is prepared, I will upload a copy for you to review. If anything needs to be changed or added, the revision(s) will be made and the revised draft sent for your review. This will repeat as many times as needed to ensure accuracy, although if the revisions are due to documents that were not previously provided, or to compare scenarios, such as bonus depreciation vs standard, the revisions will cost an additional $50 after your 1st, 2nd, or 3rd revision, depending on your tier package.
Once a draft is finalized with your approval, the final signing documents will be sent to you and any other signers for esignature. Knowledge-based authentication is utilized to verify the signer's identity, as required by the IRS. Then, the final return, and efile confirmation will be provided.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Can I pay you from my refund?
Unfortunately, no. As there is no guarantee there will be a refund, and I require payment prior to beginning work, I cannot accommodate that.
Do I get a discount if I owe more than I thought I would?
No, the cost is based on time I spend preparing your tax return and is not connected to the final amount of taxes due.
How can I save on my taxes next year?
Answering this question would require a tax advisory session, which you can book any time.
Do I qualify for [Insert tax credit]?
My tax organizer asks a series of questions to collect the information needed to know which tax credits you may or may not qualify for, depending on your tax situation.
Can I deduct [insert expense here]?
This depends on too many factors to be able to answer without having more information, which will be gathered by the tax organizer.
Will you guarantee a refund?
A qualified tax preparer will never be able to guarantee a refund without knowing your tax situation. What I guarantee is that I will do everything I can to keep the amount of tax due as low as possible while remaining compliant to avoid possible audits.
How long will it take me to get my refund?
Once the return is e-filed, it typically takes between 5 and 20 days to receive a refund, depending on the year being filed, and if the IRS requests additional information. Prior year returns frequently take much longer to process than the current year.

