Starting with 2020 returns, due in the spring of 2021, I will be offering tax return filing. Friends and family have always asked for help with their tax returns. One of the perks of having a close connection to an accountant! As an accountant, I have never worked in the tax field.
My tax experience comes from filing my own individual tax returns, and my own self-employed tax returns. We would assume that an accountant would always be organized and file their taxes on time -- not this accountant! I just finished struggling through 5 years of my own self-employed tax returns. Which is why when friends and family asked me to do their tax returns, I had to say no. But now that I am caught up on my own returns, I can make time to help others in hopes they will not end up with a stressful pile of back taxes like I had!
There is a catch though. You need to be organized! You need to be using QuickBooks for Self-Employed. You can get is here for $3 a month https://quickbooks.grsm.io/athomewithmonique I can help you set it too!
My ideal client is someone who hands me very organized files, which are summarized by tax return line item, which is generated by the QuickBooks for Self-Employed.
If you want me to be your tax return friend who does your taxes starting in 2020, you need to start to organize your records now.
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