Email:
juliestaxsvc@gmail.com
Call:
816-702-7788
Text:
913-706-5727
Office address:
Changing soon.
Please call or text.
PLEASE NOTE: I have vacated the office at 614 SE 4th Street Suite 202 in Lee's Summit and am now a home-based tax office.
My public address is: 312 SW Greenwich Drive Suite 1654, Lee's Summit MO 64082 but this is a mailbox only. My current clients have been provided my home-office address via a postcard that went out in November.
Please follow me on Facebook for the latest information: https://www.facebook.com/KSTaxlady
My office phone number is still 816-702-7788 but you may also text my business cell phone at 913-706-5727.
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Julie's Tax Service LLC is a full-service tax preparation office that has been serving the Kansas City area since 1994. Specializing in individual and small business tax preparation at competitive prices.
I offer a full range of services, including individual and small business tax preparation, efiling, all state & city tax returns, tax consultation as well as audit representation and tax resolution issues.
Figuring Forms W4 are now far more involved than the simple 'Marital Status plus allowances' that they used to be. I no longer do these for free. There will be a consulting charge if you wish me to figure and prepare your W4 form.
Taxes are an ongoing event in your life. Do you have someone knowledgeable who you trust to call on?
If not, I can be that person. I offer you peace of mind.
My philosophy is to offer a high-quality product at a competitive price. I stand behind my work.
Julie B. Dailey, EA, NTPI Fellow, Julie's Tax Service LLC
I am available by appointment, year round, for your convenience. If you are not in the Kansas City metro area, no problem. Long-distance clients are equally welcome. Contact me and I will set up a secure online portal for you to upload your documentation.
Don't be in suspense about your tax situation. Please call for an appointment. If you just need a consultation, office and phone consultations are available for a reasonable fee. I am at your service and can answer your questions and can handle your tax problems.
Payment is expected when you pick up your completed return and prior to efiling. A retainer will be collected for representation work and on multiple-tax-year engagements.
Your financial security is a major concern. I provide a hard-copy or a pdf of your tax return at the time of service. If you need a replacement copy, there will be a minimum $25 charge for this service. I require 3-days notice and payment in advance if you need a replacement copy of your tax return.
Also, I will not release or disclose any of your personal information nor copies of your tax returns to anyone other than you. This includes your parents, your children, your bank, your mortgage broker, your loan officer and your financial planner. If you need copies of your tax return or W2 forms given to anyone, you yourself must provide them. If you need copies of these items from my office, I charge a convenience fee and require 3-days notice.
I will not give your documents to anyone but you. I cannot discuss your tax return or any issue regarding you to anyone else without either your written permission or a Judge's Order. I cannot fax your return to any number unless it appears as your fax number on your Client Information Sheet. I can only mail copies of your tax return to the address I have on file. So, if you move, please let me know.
And please, if you are happy with my service, tell your friends. If you're not, tell me.