Question 1

Are you taking new clients?

Accepted Answer

Yes, we are taking new individual, business, and farming clients at both locations. We are also taking new payroll clients.

Question 2

Do you do farm taxes?

Accepted Answer

Yes, we do!

Question 3

How and when do I get my tax documents to you?

Accepted Answer

As soon as you have received all of your tax documents, you can send them to us. The office completes taxes on a first come, first served basis. Any documents received after March 15 may be subject to an extension.

You may drop off your documents at either location or upload them to SmartVault. If you need a SmartVault invite to please contact the office.

Question 4

Do I need an appointment?

Accepted Answer

You do not need an appointment to drop off your tax documents. Please note that we try to leave our Fridays free from interruptions so optimal to drop off/pickup is between Monday and Thursday, 8:30am to 5pm. If you miss us in Waukee, there is a slot in the Waukee office door. Please ensure your contact information is included.

Question 5

How do I pay the IRS or State if I owe tax?

Accepted Answer

Your completed tax return (whether a physical copy if you dropped off or DocuSign if you uploaded) will include a coupon. You can mail in that coupon with a physical payment or you can pay online. Federal (IRS) is irs.gov/payments and State (Iowa) is govconnect.iowa.gov

Question 6

What documents should I send you or upload?

Accepted Answer

We have a downloadable tax document checklist you can use as you gather your documentation.

Question 7

What are your fees?

Accepted Answer

Fees depend on the complexity of the return. Factors include:
*Number of income sources
*Itemized deductions
*Number of schedules (F, C, E)
*Separate business tax returns

If you are a returning client with no significant changes from 2024, your fee will be similar to last year. If you are a new client, we will provide an estimate of fee prior to starting your return.

Question 8

Do I need to meet with the CPA in person?

Accepted Answer

Meeting with David in person is not required. Most clients complete the process using phone, email, and SmartVault. While we understand some clients want to meet in person, we simply cannot do so for everyone. Most questions and inquiries can be completed via phone or email. In person meetings are available, however, upon request and will incur an additional fee.

Question 9

How soon will I get my refunds?

Accepted Answer

Once e-filed, you can expect a federal refund within 7-21 days. State refunds can take up to 6 weeks. You can check the status of your refund using our Quick Links section on the main page. If your state return is not Iowa, you can find a link to track your refund here.

Question 10

What other services do you provide other than tax preparation?

Accepted Answer

We provide several accounting and consultation services including full payroll services, bookkeeping, tax planning & consultation, and business tax consultation. Please see our main page for a full list of services.

FAQ

Frequently asked questions