I have worked in a brick & mortar tax office 6 years, then switched to a remote tax office for 3 years.
I opened my own tax office in 2023, while working for the remote employer. This is the second year of purposefully gently advertising my tax office, so I will also be returning to the remote employer full-time again for 2025. This helps keep my service fees lower, as I continue growing my business.
For 2024 filing in 2025, I am considering additional services such as bank products, uploading documents into a secure online system and remote review & payment.
I enjoyed the software provider that I had switched to and found them easy to work with this past season. Now I am ready to venture further into what they offer, while trying to keep my pricing comfortable.
I am limiting tax returns to 1040s and rent/property tax rebates. Meaning no partnerships, corporations, estates or not-for-profits. I spent the summer studying and passed the tests, but my comfort is with the 1040s and rebates yet.
Do not delay reaching out to me if you are interested in having me prepare and file your return this coming tax season. I will not take on more than I can manage, as I am the only one in the office able to do tax returns. As it gets closer to the deadline, my hours with the remote employer tend to increase. Extensions become more of a possibility, as with any tax office. Keep in mind, extension is only for paperwork - not payment. That is still due by the deadline (or estimate it to avoid penalty & interest).
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