My fees are based on the complexity of your return. Simple returns, including the state return start at $159.00. * For the 2024 Tax filing season, I will also be providing a 30 minute no cost review of your finances with a set of personized recommendations for your review. Financial counseling services are available, and I can discuss that upon completion of your return and 30-minute complimentary session.

* In order for Lane 4 to better estimate your costs, please complete the client questionnaire (sent by request) and make sure to include all data related to incomes and the specific IRS tax forms. 

3 years.

Refunds should come to you directly, and direct deposit is the fastest and safest way to get your refund.

Yes, I must respond if this happens.

Yes.

Yes. All signing preparers are required to have a PTIN number. Mine is P03148139.

I am not currently attached to any professional organization, but I am employed as a Financial Analyst with the Federal Reserve Bank of Minneapolis in addition to providing tax preparation services in the greater Flathead County area.

Continuing Education as required by the Internal Revenue Service.