- Coeur d'Alene, ID
- +1 406 270 9774
Unlike other tax services, we will work to not only understand your goals for today, but also for tomorrow.
Here are some quick answers to help you get started to work with us.
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Can I work with you all year-around?
You can work with me all year around.
How do you charge your fee and how much will it cost?
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.
How long have you been preparing tax returns?
3 years.
Will I be receiving my refund directly (i.e., through the mail or direct deposit)?
Refunds should come to you directly, and direct deposit is the fastest and safest way to get your refund.
If someone from the state or IRS contacts me regarding my return, will you be able to assist me?
Yes, I must respond if this happens.
Yes.
Will you be signing the tax return as a preparer?
Yes. All signing preparers are required to have a PTIN number. Mine is P03148139.
Are you affiliated with a professional organization?
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.
How do you learn about new tax laws?
Continuing Education as required by the Internal Revenue Service.
Personalized Tax Specialist, Financial Coaching, and Residential Mortgage Lender
* We never spam your email
Coeur d'Alene, Idaho
Monday - Friday 08 AM - 04 PM MT
LANE 4 FINANCIAL