QwikiTAX, LLC

$299

estimated price

Zip code

Employment status

Filing status

Responds in about 4 hours

Introduction

WE HAVE GONE 100% VIRTUAL!!! Contact for details. Need an appointment? Book online In addition to preparing taxes, I have served a majority of my career as an auditor and business consultant. This gives me a perspective that enables me to provide many solutions and ideas about how to help my clients reach their financial goals. In addition to providing tax preparation, I also provide auto, home, life and health insurance through my insurance brokerage, Sunrise Monetary Solutions, LLC. With the services I provide in my businesses, I am able to help people secure their current and future financial position. Along with providing tax preparation services, I also provide insurance (Auto, Home, Life & Health) and business consulting through another company. The great thing about this is that I am able to look after my client on several fronts to provide a holistic approach to their financial needs.

Overview

Hired 271 times

118 similar jobs done near you

Background checked

1 employee

10 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, and Square cash app.

Social media

Facebook

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2023

2022

2018

2017

2016

Featured Projects

4 photos

Specialties

Special tax situations

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Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Excellent 4.9

121 reviews

5

92%

4

7%

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Read reviews that mention:

Anita L.

May 10, 2024

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Hired on Thumbtack

I was very impressed with the quick response, the kindness and expertise of my tax professional. He answered all my questions. I will use him again.

Individual Tax Preparation

Rebecca A.

Mar 13, 2024

·

Hired on Thumbtack

Zeffrey was the only one I contacted who got back to me promptly. He was also very courteous and patient with me on the phone. I was quite worried about my particular situation but Zeffrey got everything handled quickly - like the very next day - and I got a refund. I will use him again next year!

Individual Tax Preparation

Jesse J.

Feb 21, 2024

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Hired on Thumbtack

Excellent work from Mr. Johnson. I was worried about my situation, and he got me a solid return. I will definitely be looking forward to working with him next season!

Individual Tax Preparation

J D.

Apr 23, 2023

·

Hired on Thumbtack

I was looking for a tax advisor/consultant to do my taxes since a few things had changed this time around so I needed a pro to step in. I came across QwikiTAX and read the positive reviews so I reached out and within hours I received a response from Zeffrey. That was impressive to start with off the bat. We got in the phone within a day or two based on my schedule and we spoke I’m pretty sure for at least 30 minutes if not a little more. At no point did I feel rushed, he answered all of my questions about how he works with his clients as well as other questions that I had for informational purposes. I also was able to review his site before we got on the phone as well. When we ended the call I knew I’d made the right choice and decided to proceed. The process was smooth and he walked me through everything from start to finish each time we spoke. I’ve already decided he is my guy from this point on. Go with Zeffrey and QwikiTAX you without a doubt will be pleased!!

Individual Tax Preparation

Taryn C.

Apr 19, 2023

·

Hired on Thumbtack

ZJ was amazing. He did a great job. He knew what to do for our particular situation. He was personable, prompt, and thorough. He is definitely my new and permanent tax pro! Also, the whole process was super simple and easy. No pain!

Individual Tax Preparation

Credentials

Background Check

Zeffrey Johnson

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I have a simple flat rate pricing system. One rate depending on filing status. Additional fees apply as the return gets complicated (i.e. Schedule C, Rental Property or a farm) My fee includes Federal and 2 State filings as well as any local filings. It also includes Audit Protection coverage in addition to your 365 24/7 online access to your documentation.
What is your typical process for working with a new customer?
I walk through my checklist and determine their needs, while discussing any questions the customer may have. This process I have, is designed to build rapport. With a tax professional and customer, the trust factor has to be instant because the customer is trusting the tax preparer with so much of their personal story in addition to their personal information.
What education and/or training do you have that relates to your work?
Always! I have several certifications and licenses that require continuing education. Besides the requirements, it is always best to be knowledgeable on a subject so when your client comes to with questions and you have answers vs. I'll get back to you.

QwikiTAX, LLC

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