Income Tax Preparation

I have a time-saving, convenient, and simplified tax reporting process.

Stress is no longer an issue. At FFS, your tax preparer is an IRS credentialled Enrolled Agent with 30+ years of experience.

Many important events and people compete for your time. Let FFS help you with your income tax filing concerns so you have more time to enjoy your family or profession.

The added benefits and features add value that reduces affordability to a non-issue.

Time savings and less stress
Member Discount - We provide a 20% client discount** to our loyal, on-time filers.
Your satisfaction is guaranteed. ****
A paper and electronic (PDF) copy of your tax return is available. ***
ProtectionPlus™, Professional Audit, and Tax Fraud Assistance Services for no additional charge.
IRS Letter Consultation.
Professional tax counsel available year-round for current tax clients *.
We hold to a very systematic and documented process for completing your return to:

evaluate your unique circumstances
ensure accuracy, timely completion
minimize your tax liability

Our tax returns are neatly bound in an ibico^® booklet *** for easy reviewing, reference, and good record keeping.
Meetings are by appointment, so there is no waiting.
Current clients * receive a customized Tax Organizer in December.
A meeting with your Enrolled Agent is available when you drop off your documents and pick up your completed tax return.
Confidential tax documentation may be submitted and received through our secure portal at SecureFilePro^TM.

In addition to the services listed above, I provide the following enhanced or additional services at no extra charge to tax clients who also maintain an Avantax Investment Services account of at least $400K with myself listed as the Representative:

Income Tax Planning - A four-month advance notice may be required. Please see our Tax Planning Page for more details.
40% discount for Loyal, On-Time, Investor Income Tax Preparation**.
Professional financial and tax insight may realize potential tax savings.
Tax Smart Investing
Tax loss harvesting
Priority tax service
eMoney™ Personal Financial Website with Foundational Financial Planning
Unlimited access to PDF copies of all archived federal and state income tax returns

FFS is not your average tax office. Clients see FFS as a family resource and advisor for their financial and income tax concerns. Control- Click the ProtectionPlus^TM and eMoney^TM links (above) for more details!

New client appointment availability: 1 February through 31 March, Tuesdays, Thursdays, and Saturdays, with limited evening hours. I recommend calling as early as 22 January for the best appointment times.

We calculate your fee using the forms required to complete your return. Therefore, tax returns that require additional research, accounting, or 3rd party communications to establish information reported on your forms may require fees in addition to the "fee-per-form" billing.

Estimated prices for the most basic federal and Minnesota tax returns are approximate and subject to change without notice.

Starting fee: $175 (no dependents, two W2s)
Starting fee: itemized return: $250
Starting fee: return with any tax credit forms: $325 - $450
Starting fee: self-employed return with expenses and depreciable assets: $500
Starting fee: rental property: add $210 per rental unit minimum

Forms for reporting social security, capital gains or losses, interest, and dividends, or tax forms to claim tax credits are additional conditions that will cause your tax preparation fee to be higher than the starting fee for your tax return.

For those who qualify, the (above) estimated fees are reduced by the Loyal, On-Time Filer Discount** of 20%.
Historically, our fees have been consistently 10% - 30% below those the major national franchises charged for the same tax return.**

CLICK HERE to CONTACT US to schedule an appointment or get a no-obligation estimate.

CLICK HERE to view an IRS video with tips for selecting a income tax preparer.

Doing it youself? CLICK HERE FOR SOME DIY tax tips from MoneyWise!

We accept all major credit cards.

Fast refunds are a standard electronic filing (E-filing) and direct deposit feature.

**** If you are not 100% satisfied with your completed tax return or the service we provide upon review and delivery at our office, you do not have to accept nor pay for your income tax return.

*** We provide a paper and PDF copy with your completed tax return. Replacement paper and pdf copies are available for a fee. We waive the replacement copy fees for tax clients with an Avantax investment product or service obtained through Family Financial Services.

** Loyal Client Discount is available to those clients who filed their prior-year tax return with us and filed the current year's return no later than 5 PM, 15 April.

** Loyal, On-Time, Investor Income Tax Preparation**

*Client benefits are available through either 1) early conclusion of the client engagement or 2) 15 April of the year following the year we completed your tax return. Clients who file with us each consecutive year retain benefits from year to year.

Because of our convenient "South of the River" location, one mile from the 35E and 35W split in Burnsville, Family Financial and Tax Services is only minutes away from just about anywhere in Dakota, Scott, and Hennepin Counties.