WHAT WE DO
Income tax preparation and planning for individuals, families, and small businesses
Tax Preparation for Individuals
$150 flat rate for Federal & State returns (until 04/01/2020).
AFTER April 1st all submitted returns $200.
Prices include all needed forms and electronic filing (E-File)
We e-file your return and get IRS approval for your refund before you leave our office.
Tax Preparation for Businesses
Sole Proprietorships (Schedule C)
Prices vary depending on the complexity of your return AND your organization. Prices range from $250 - $350 for most returns with a Schedule C.
WHO WE ARE
Meet our tax preparers AND schedule your appointment
Rita not only prepares taxes, but like our clients has paid them for over 35 years. She understands the need to look for every possible legal deduction. Rita's specialty is individual and family income tax preparation.
Rita and her husband (David) have lived in the upstate since the mid 90's. They have been married for 20+ years and have a 7 year old PLUS 3 grown children, and a Cocker Spaniel. David is a Dave Ramsey endorsed local provider for investing & retirement planning. They attend and are active at Brookwood Church, enjoy working in their yard and family activities in their free time.
Erica had worked as an express banker, assistant bookkeeper & tax preparer. She had prepared taxes in multiple states. Her specialty is assisting families with their personal taxes and find every deduction & credit possible for them.
Erica and husband (Victor) live in the Simpsonville area. They have been married for 20 years and have 3 children ages 19, 17, 11, and a cat & dog. They enjoy traveling, the outdoors, and downtown Greenville.
David Conley, CFP®
Certified Financial Planner™
Since 1994, Dave has been helping our investment clients in their pursuit of financial peace. Part of the training in becoming a CFP® requires extensive income tax training.
He limits his tax preparation to existing investment clients and those who would like to consult with him about financial, retirement or long term investing goals.
His 25 years of financial planning experience is invaluable as we help our clients pursue financial peace.
TO SCHEDULE AN APPOINTMENT NOT SHOWN
CALL 906-9521 OR 350-0866
We are located on the second floor of the Nationwide Insurance office. Our entrance is at the rear of the building, you will see our sign on the door.
Located in Simpsonville at 674 Fairview road, next door to Zaxby's and across the street from O'Charley's.
(we are located on the 2nd floor of the Nationwide Insurance building, entrance through the back of the building)
Call us at 906-9521 or 350-0866
EVERYTHING YOU NEED TO KNOW
ON A SINGLE PAGE
What do I need for my appointment?
A copy of your previous years tax return, and all your current tax related info (Income such as W-2's & 1099's, as well as deductions). We have a tax planning worksheet available under the schedule appointment heading above to assist you in gathering pertinent information. We recommend going to the Schedule w/Preparer link to schedule your appointment online.
Do I need an appointment?
Yes, we prepare taxes by appointment, so call us at 906-9521 or 350-0866 (even if you are only 5 minutes away) to schedule a time to have your taxes filed. In some cases we may be able to get you in within the hour.
What are the tax preparation options?
We have 2 options available,
Our fee is an all inclusive flat rate for your federal return (and any necessary forms), your state return, and electronic filing. If you have more than one state return to file there is an additional fee of $25 per additional state.
How long does it take to receive my refund?
Most refund are sent by the IRS via electronic deposit and are in your bank account within 10-14 days.
What forms of payment do you accept?
We accept cash, check, debit, Mastercard, Visa, and Discover.
30 Second Answers
Give us about 1/2 minute and we will answer your question.
Preparing for your tax appointment
What do you need to meet with your tax preparer?
Waiting for your tax refund.
How long will it take, and how to check the status of your tax refund.
Existing Customer Uploads
Send us documents electronically