Income Tax Preparation

My clients are confident in our time-saving, convenient, and simplified tax reporting process.

In addition, with the 30+ years of experience and availability of their Enrolled Agent, the satisfaction guarantee, and audit ProtectionPlus^TM, stress is no longer an issue.

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

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

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

The benefits and features of our income tax reporting services bring added value to our clients at no additional charge.

Time savings and less stress
Member Discount - We provide a 25% 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.
eMoney™ Personal Financial Website with Foundational Financial Planning is available at no additional charge.
Our clients consider FFS a family resource and advisor for financial concerns, tax or otherwise.
Professional tax counsel available year-round for current tax clients *.
Priority tax service is available to Avantax investment clients represented by Family Financial Services.
Professional financial and tax insight may realize potential tax savings.
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.

As you can see from the value-added benefits and features listed above, this is not your average tax office. 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. For best appointment times, I recommend calling as early as 22 January.

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 "per-form" fees.

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

Basic fee: $175 (no dependents, two W2s)
Basic for itemized return: $250
Basic return with ANY TAX CREDITS: $325 - $450
Basic self-employed return with expenses and depreciable assets: $500
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 examples of additional conditions which will cause your tax preparation fee to be higher than the basic tax return.

The (above) estimated fees (listed above) do not include the Loyal, On-Time Filer Discount** of 25%.
Historically, our fees have been consistently 10% - 30% below those charged by the major national franchises for the same tax return.

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

We accept all major credit cards.

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

**** 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 who also have 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.

*Client benefits are available through the earlier of 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.

My clients find great confidence in our timesaving, convenient, and simplified tax reporting process.

In addition, with the 30+ years of experience and availability of their Enrolled Agent, the satisfaction guarantee, and audit ProtectionPlus^TM, stress is no longer an issue.

The value of the added benefits and features we offer reduces affordability to a non-issue.

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

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

The benefits and features of our income tax reporting services bring added value to our clients at no additional charge.

Time savings and less stress
Member Discount - We provide a 25% 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.
eMoney™ Personal Financial Website. is available at no additional charge.
Our clients consider FFS to be a family resource and advisor for financial concerns, tax or otherwise.
Professional tax counsel available year-round for current tax clients *.
Priority tax service is available to Avantax investment clients represented by Family Financial Services.
Professional financial and tax insight may realize potential tax savings.
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 when you pick up your completed tax return.
Confidential tax documentation may be submitted and received through our secure portal at SecureFilePro^TM.

As you can see from the value-added benefits and features listed above, this is not your average tax office. Control-Click the ProtectionPlus^TM and eMoney^TM links (above) for more details!

New client appointment availability: 1 February through 2 April, Tuesdays, Thursdays, and Saturdays with limited evening hours are available. For best appointment times, I recommend calling as early as 22 January.

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

Basic fee: $175 (no dependents, two W2s)
Basic for itemized return: $250
Basic return with ANY TAX CREDITS: $325 - $450
Basic self-employed return with expenses and depreciable assets: $500
Rental Property: add $210 per rental unit minimum

The (above) estimated fees (listed above) do not include the Loyal, On-Time Filer Discount** of 25%.
Historically, our fees have been consistently 10% - 30% below those charged by the major national franchises for the same tax return.

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

We accept all major credit cards.

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

**** 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.

** 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.

*Client benefits are available through 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.