Services

Tax Preparation

Tax preparation is the service of preparing your annual tax returns. Worried that you might be missing out on tax-saving deductions and looking for help? Looking to have a professional help you understand your tax situation better? I’m here to help and love to work with clients to accomplish their unique goals. Whether you are hands-off and just want your tax return filed or looking to start taking charge of your tax situation, I will meet you at your level.

Tax Planning

The best thing you can do to ensure that there are no surprises at tax time is proactive tax planning. Your world is constantly changing and everything from the birth of a child to starting a new business has a significant impact on your taxes. Far too many people and small businesses learn this the hard way on April 15th. Whether you have been surprised in the past or are concerned about the future, let me help you better understand how life’s changes will effect your taxes. With my up-to-date knowledge of the latest developments in the tax world and knowledge of your specific tax situation we can work together to develop a tax plan that minimizes taxes and minimizes your risk of an IRS audit.

Full-Service Accounting

Looking for one trustworthy place to handle all of your accounting needs? Get help with your monthly accounting, payroll, budgeting, tax planning and annual tax returns all in one place for an affordable monthly fee.

Why Choose Ferguson Tax Solutions?

Truly Remote Solutions

At this point, most tax and accounting professionals work electronically, but do they do it well? In most cases tax professionals have adapted their processes to work electronically to some degree, but many still have processes that are relics of the way that things used to be done such as physical signature requirements and clunky client portals that are frustrating to use. My processes have been designed to be simple and user-friendly. I use an intuitive client portal that allows you to fill in forms rather than print documents and fill them out. When you tax returns are complete, sign them electronically and your work is done.

I communicate by email, phone and video call. As public health considerations allow, I also intend to do periodic meetings at the home or place of business of my clients rather than force clients to come to me. This means that you have to take less time out of your busy day to deal with taxes and accounting.

A Higher Caliber Professional

In many cases the person selling you tax and accounting services will not be the person completing your work. Many tax and accounting professionals will sell you their services and then hand off your work to be completed by a lesser-paid and lesser-qualified colleague. Apart from the fact that this feels like a bait and switch sales tactic, it leads to communication issues.

Has the partner communicated all of the relevant information about your tax situation properly?

Is the partner personally spending enough time with your tax situation to ensure that every opportunity to optimize your situation has been considered?

In many cases this game of telephone leads to poor client service and suboptimal results. I complete all work myself including client communications. Maintain one relationship with me, communicate as tax and accounting issues arise and we can do great things together.

Competitive Rates

Keeping things simple is my mantra and I intend to keep my prices and rates simple as well. I complete all tax preparation work on a fixed-fee basis. That way you know exactly how much my services will cost before we begin working together.

To establish a quote for your work, I will need to see your prior year tax returns and discuss any changes that may have happened in 2021. Reach out using the contact tab for a quote on your work today.

Thank You

If you have made it this far, it means that you heard me out. Thank you for your time. If you would like to discuss how we might work together, please refer to the contact tab. I hope to hear from you.