How would you like answers to all those all-consuming tax questions? The preparer consult was developed to meet the needs of clients who have questions about Canadian/cross border returns, starting an LLC, retirement funds (ROTH/Traditional IRAs) and to make sure they are doing things correct tax wise!
Joseph Smith (TravelTax President/Founder) is an invaluable resource who has been in the industry for almost 30 years and is well versed in all things tax specializing in Canadian/cross border returns. Alexandra (Sandra) Schweier is one of our amazing Enrolled Agents who has been in tax industry for the past 15 years.
In order to do this, we have incorporated a fee for stand-alone preparer consults. During tax season, it is $150 and $75 during our off season for 30 minutes. If you have brief questions that can’t be answered via email, please email email@example.com but if it requires a phone call, a consult will have to be scheduled due to how busy our preparers are during tax season. If you have a tax return appointment, and your question can wait for that appointment, you may do so as well.
Otherwise, after paying the fee below, you may call our office at 402-379-7818 to schedule your appointment (we are in Eastern Time Zone). If no payment has been made prior to the preparer consult, your appointment will be canceled.
If you must cancel your preparer consult appointment, due to high demand, please do so with at least a 48-hour notice. If not canceled 48 hours prior to appointment, the fee is nonrefundable.
We love emails. Please send us any questions and if we’re able to answer them via email we will, and if not, we’ll let you know if you need to schedule a tax home or a preparer consult.
Please note: Your inquiry is private. We do NOT share your information, directly solicit, message or “friend” you through social media (unless initiated/requested by you).
We are unable to answer questions related to the use of tax software programs.
If you are a current client with questions about contracts, withholding forms, or information regarding a new state you are heading to, feel free to call us! we are here to help. - If you are calling to talk about establishing or maintaining a tax home, you may schedule a tax home consult here.Remember that tax home issues can create a major tax liability if not handled correctly.
Open: Monday to Friday – 8:30 a.m. to 4:30 p.m. EST
(Please note: On Fridays our phones switch over to voicemail at noon, in order for us to prepare for the upcoming week.
The most secure way to send us your documents is to utilize this link that will allow you to select your saved files and upload them via our encrypted site.
Documents are processed within 24 hours EXCEPT ANY DOCUMENTS SENT AFTER 2:00 PM EST ON FRIDAYS OR ON THE WEEKEND. Weekend docs will be processed Monday or Tuesday at the latest.
Mail: 46 St. Mark Rd., Taylors, SC 29687
You will be directed to a separate PayPal portal page to complete the transaction. A PayPal account is not required.
Taxpayers can make electronic debit or credit card payments through our official IRS payment website, Drake e-Payment center, at 1040paytax.com. Convenience fees for credit cards (1.96%) or debit cards ($2.55) will be applied at the time of payment. Use this link to make your payment.