Phone: (319) 804-9573
Please reach us at kevin@kevinschmidt-cpa.com if you cannot find an answer to your question.
Kevin works by appointment only so please contact him to make arrangements. He does offer the ability to securely upload tax documents to him. He also can meet with clients either in their home (local clients only) or at his office. He tries to have a turnaround time of about 2 weeks (time from when he receives a client's information to the time the tax return is completed).
Please contact Kevin and he can provide you a link to schedule a time on his calendar.
New clients will need to provide Kevin their prior year tax return, returning clients do not since he has a copy. Kevin also wants clients to complete the tax organizer (located in the Information Center on the home page). The tax organizer is "fillable" so you should be able to type in your information and save it as a PDF and upload it to Kevin even if you do not have a printer. Please enter an "X" next to your answer in the Yes / No areas. If you do not have a rental or business you do not need to complete anything after page 4. Returning clients do NOT need to enter in the social security numbers or birth dates (just the names) for the taxpayer, spouse, or dependents as long as they have not changed from the previous year.
Kevin will also need your W-2 forms, 1099 forms, and any other relevant tax documents.
Kevin charges by the type of tax forms required. If extra time is required for adding up receipts, etc. those are billed hourly. Tax consultations and planning would be billed hourly.
Payment for the tax preparation is expected at the time of completion.
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