Tax Preparation

Joanne McConnell, EA has been preparing individual income tax returns since 1989. She specializes in offering convenient, cost-effective income tax preparation with electronic filing of all returns that qualify.

Electronic Filing – Why is this important?

  • Reduces your chance of an IRS audit by 50%;
  • Provides immediate confirmation that the IRS and state taxing authorities have received your returns;
  • Speeds up your direct deposit refund by up to 400%! (from ~ eight to two weeks). If you owe, payment can be scheduled for April 15th.

Fast, Easy & Environmentally Friendly Work Methods:

  • You Receive Your Personal Tax Organizer
    • Electronic or paper version – you decide!
    • Specialty worksheets to capture all of your work related deductions.
  • Extensive use of Technology to Control Costs
    • Paperless Office Environment;
    • All documents scanned and available electronically;
    • Electronic submission of your returns.
  • Responsive with Rapid Turnaround
    • Most returns completed & filed within one week – ten days from receipt;
    • “April 8th -15th” returns accepted on a “best efforts” basis;
    • Your return prepared within your risk tolerance guidelines:
      • Aggressive
      • Middle-of-the-Road
      • Conservative;
  • Flexible Document Exchange
    • Electronic via Dropbox;
    • Fax or Email;
    • “FedEx” or “Snail Mail”;
    • Drop-off.

Contact Joanne to request your Tax Organizer today.