Tax Preparation & Consulting
Full tax preparation service and hourly consulting on tax matters
Whether your tax situation is straight forward and clear or complicated and messy
I can help you file your tax return and get caught up on missed filings or changes from previous years
Why Choose Gingersnap Tax?
Small business
Limited number of clients
Enrolled Agent credential
Fast completion
Fair pricing
What’s included?
Tax preparation services include assembling and transmitting the federal and state forms for individuals or businesses
This includes reviewing the client’s documentation and entering information in all required supporting tax forms
Up to two state returns or a business franchise return may be included for the basic fee (extra charge for additional states)
The cost of electronic filing for federal and state forms is included
What’s an Enrolled Agent (EA)?
“Enrolled Agent” (EA) is the highest credential awarded by the IRS and the U.S. Department of the Treasury.
An EA is a federally authorized tax practitioner empowered to represent taxpayers in all administrative levels including filing tax returns or assisting with audits, collections, and appeals.
Unlike CPAs or Tax Attorneys who are state licensed, and are experts in accounting and law, EA’s specialize in tax matters and are licensed directly by the federal government, allowing them to practice in all states.
When are my tax returns due?
| IRS Forms | Due Dates |
|---|---|
| Form 1040 Individual | April 15, with extension due October 15 |
| Form 1040 with Schedule C, F, or E Rental Income | April 15, with extension due October 15 |
| Form 1065 Partnership | March 16, with extension due September 16 |
| Form 1120 C-Corporation | March 16, with extension due September 16 |
| Form 1120S S-Corporation | March 16, with extension due September 16 |
| Extension Requests – Electronic filing | Before March 15 or April 15 deadlines |
Let’s start on your tax return today…
Ready to begin? Follow the steps below
- Schedule a meeting to discuss your tax return needs, ask questions; appointments are available soon
2. Sign the client engagement agreement, set up your profile, and upload documents in the secure client portal
3. Stay in touch using the secure messaging app in the client portal while your tax return is being built
4. Review and sign the completed tax return, this might also include a meeting to review options like HSA or IRA contributions; payment in full is due before we transmit the return
5. Your signed return is transmitted to the IRS and state(s); download a pdf copy for your records; acceptance confirmation is provided in the portal
Frequently Asked Questions
–Yes, you have access to your documents in the client portal area and you can download a pdf of the finished return for your records.
–Yes, your information is highly protected. We only share information via the secure file environment portal. Transmissions, uploads, and downloads are encrypted.
— When we meet to discuss your tax project, I will be able to give you a price estimate based on how many forms are required for filing. Extra charges could come into play if additional accounting work is needed for businesses or more than two state returns need to be filed. In most cases, my prices are lower than most big tax companies charge and sometimes lower than DIY prices.
— Changing information after a tax return has been filed generally needs an amended return. If an amended return is needed for a tax return we worked on due to information being left out or changes received after filing, a reasonable hourly fee will be charged to make the changes and refile. If the original tax return was not done through this service, an additional charge to reproduce the original tax forms will be charged.
— It usually takes a few days to complete a tax return once all the necessary information has been received. I only work on a few tax returns at one time. While I try to make sure all returns are filed as quickly as possible, close to deadlines, there may be less open availability.
My best advice is to plan ahead and submit materials early. If it is close to a deadline in March or April, be sure to request an extension in case things stretch out beyond the tax deadline. If you are still waiting on K-1s from business returns close to a deadline, be sure to request an extension.
— Individual tax returns can be signed using electronic signature. The service used for electronic signature includes KBA verification (questions to validate identity).
