JuliesTaxSvc @ gmail.com
8826 Santa Fe Drive
Overland Park KS 66212
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.
To my current tax clients for a small additional fee, I also provide notary service, assistance with forms W4 and W9 and tax return information to fill out FAFSA.
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.
Payment may be made by cash, check, money order, credit or debit.
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 $50 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 do not release or disclose any of your personal information nor copies of your tax returns to anyone other than you. This includes your parents and your children, as well as banks, mortgage brokers, loan officers and financial planners. 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 do charge a convenience fee and require 3-days notice.
I will not give them to anyone other than you. I cannot discuss you, your tax return or any issue with another party 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!