Tax Planning

At Woeller Financial Services we understand taxes. As a tax preparation company, we are responsible for income tax preparation for individuals and companies. You can rest assured you are in good hands by knowing that we:

  • Are skilled at identifying potential tax credits and liabilities and ensure accurate and complete returns.
  • Know the importance of timely-filed tax returns and strive to make this true for all of our customers.
  • Comply with all tax policies and take continuing education courses to stay in compliance with legislation and regulations.

Shanna Woeller, Owner of Woeller Financial Services has been preparing taxes for over 9 years with great success. She has completed all courses for compliance with the AFSP (Annual Filing Season Program) that was recently initiated by the IRS. To qualify, a tax preparer must complete 18 hours of continuing education or 15 hours if they successfully completed the AFSP program that was administered between 2011 and 2013. Shanna Woeller successfully completed the AFSP program. They must also have a valid PTIN and be willing to comply with Circular 230 standards of ethics.

The cost of tax preparation is dependent on each individual or company’s situation. A comprehensive interview will be conducted for each client so that a complete understanding of the situation can be assessed. This can take from 1 to 3 hours and is included in the total cost of the filing. All tax situations are billed by the number of forms that must be submitted to the IRS and/or state.

Woeller Financial Services is an approved ERO (Electronic Return Originator). This means that we can electronically file your personal or business taxes on both the Federal and the state level. During the tax season, it is important that clients are able to get access to their refund as soon as possible. We have partnered with Advantage® to provide refund checks right in our office to help offset those pesky tax preparation fees. Ask your tax preparer for more details.

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