Broker Check

Income Tax Preparation


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

Because of my 30+ years of experience as an Enrolled Agent, year around availability, the satisfaction guarantee, and audit ProtectionPlusTM, 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 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 SecureFileProTM.

 

In addition to the services listed above, I provide the following enhanced or additional services at no additional charge to tax clients who also maintain an Avantax Investment Services account of at least $300K with myself listed as the Representative:

  • Income tax planning in light of your financial account activity or potential activit
  • 30% dicount for 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


As you can see from the value-added benefits and features listed above, this is not your average tax office. Our clients see FFS as a family resource and advisor for their financial and income tax concerns. Control-Click the ProtectionPlusTM and eMoneyTM 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 credit forms: $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.

  • 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 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.