Our Process:

• We prepare only individual income and gift tax returns for Mayo Clinic voting/consulting staff and their dependents.
• Since COVID-19, we are a virtual office.  We no longer have a public space.
• You may submit your documents to us via your secure online portal or mail. We do not accept document drop-offs or pick-ups.
• Once we have your information, you may schedule an optional phone or Zoom meeting.
• You will be provided a PDF of your completed return via your client portal.
• A paper copy of your return will be provided upon request for an additional fee.
• You will sign your return electronically.
• Your return will be electronically filed.

We Do Not Prepare Returns with the Following Tax Issues:

• We do not prepare returns for individuals with accounts outside the United States containing over $10,000.
• We do not prepare returns that include farming operations.

We Only Prepare Individual Tax Returns:

• We do not prepare returns for estates, trusts, partnerships, LLCs, etc.
• If you need any of the above returns prepared, please engage another firm.  We suggest you also use that firm to prepare your individual return.

Pricing:

• I understand pricing is always a concern.  While I can’t give you a specific quote, I can say our pricing is highly competitive and will be significantly lower than any of the large national or regional firms in Rochester.

Next Steps:

• If you would like to proceed, please respond, “Let’s proceed,” and we will email you a secure link to upload a PDF of your 2023 return.  Please note that we do not use TaxCaddy.
• Once we review your return, we will determine whether our firm is a good fit for your tax needs and will contact you via email.