Minimize Your Tax Preparation Fee!

Use the 24-Hour Drop Box any day, any time, for a $10 discount.

Let me mail the completed returns to you for a $5 discount.

(I review the returns with you by phone. When payment is received I mail the returns to you.

After receiving the returns you please call me at 540-825-2771, 305-451-4224 or email me if you have any questions.)

Minimize the duration and number of office contacts.

Provide all information at one time, as opposed to in installments.

Provide only one number instead of several numbers for the same item.

(i.e. combine doctors, dentist, prescriptions, etc. into one medical expense total)

If you do not use the tax organizer, submit the tax information in an organized and simplified manner. List information by category (i.e. itemized deductions, interest income, etc.) and eliminate unneeded information and papers.

If you need to get back to me with additional information, do so as soon as possible. This reduces preparation time as well as minimizes the chances of errors. This may seem like a minor issue, but it is very important. As the file “gets cold” I lose the big picture. I have to review the whole return again and I could miss something because my focus is fragmented. In addition it increases the preparation time, therefore increases fees.

If you are self-employed, Minimize the number of expense categories that you use. For example, business telephone, pager and the long distance charges on your personal phone can all be grouped in the one category “telephone” (list business cell phone separately). A variety of expenses that could be listed separately can be combined in the “supplies” category. However, the category “miscellaneous expense” should be kept to a small dollar amount. Always keep depreciable assets (i.e. tools, furniture, fixtures, equipment, etc.) that cost $100 or more, business cell phone, business meals, penalties and fines in separate categories as they require special treatment.

I am here to serve you and am flexible and always open to discussing any concerns, comments, desires and any suggestion that you may have. You can reach me at 540-825-2771, 305-451-4224 or email me at info@danghazel.com.