Frequently asked questions

Personal returns start at $225 for a federal and Iowa return with one W-2. The price depends on which forms you have. Last year, my average personal return was $350. My Tax Quote page has real examples, and I’m happy to give you an exact quote.

Start with last year’s tax return, then use my What to Bring checklist. If you’re missing something, that’s okay. We can follow up afterward.

You’re welcome to meet me in person at my Ankeny office. You can also upload your documents and review your return through my secure online client portal.

Yes. I regularly prepare Iowa returns along with returns for other states, such as Minnesota, for people who lived or worked in more than one place.

Yes. Book a free 30-minute appointment during Community Tax Hours and we can go over your W-4 and withholding, especially after a new job, marriage, or other big change.

Every Monday and Thursday from 6 to 8 pm, I offer free 30-minute appointments where anyone can ask their individual tax questions. They’re by appointment only and offered until January 2027.

It’s a free one-hour meeting where we review your returns, your bookkeeping, and how your business is set up. Afterward, I send you a written tax plan with my recommendations and the IRS support behind them. It’s a $500 value, and I’m offering it free until January 2027.

Most business clients work with me on a flat monthly fee that covers bookkeeping and tax preparation, with planning meetings available as well. I give you a price after our free consultation, once I understand what your business needs.

I work with all kinds of small businesses, including healthcare practices like therapists, physical therapists, chiropractors, and veterinary clinics, as well as professional services and retail businesses. I prepare business tax returns only for my monthly bookkeeping clients.

Yes. I can keep your books reconciled every month and send you reports that are easy to understand. We’ll talk about your current system during the consultation.

Use my online client portal. Log in, upload your documents, and you’ll also be able to review and sign your return there.

Use the Schedule Appointment link for personal taxes, or Schedule Business Consultation for business services. You can also call or email me and I’ll find a time with you.