Keep it Local Promotion. $50 to Charity with each new client return

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Taxes by DRM

Taxes by DRMTaxes by DRMTaxes by DRM

Thank you for your interest in my locally owned, client-centric tax service.  

VIEW FROM THE OFFICE

Taxes by DRM

Taxes by DRMTaxes by DRMTaxes by DRM

Thank you for your interest in my locally owned, client-centric tax service.  

VIEW FROM THE OFFICE

Check out our YouTube Channel.

taxesbydrm.com

About Us

David R Mongeau moved to Springvale in 2006.  I have been doing taxes since 2018.  I am an Enrolled Agent and I specialize in middle income individuals, and families, with personal businesses, or passive income.   Our mission is to help people realize their version of the way life should be through tax planning and advice. not just preparation.

Our Offering

We are simple.  Our Offering includes Federal and a State return.   

E-filing, and file storage, and audit service are included.  

We charge extra for the obvious extra stuff right.  

extra businesses, extra property, extra State

Currently we have a special for new Maine clients.

Maine New Client Offer - Keep it Local Campaign

We are seeking new Maine clients.  

We  will donate $50 for each new client Maine return.    

Spots are limited sign up using this Calendly link:

https://calendly.com/chessfinancialplanning/sanford-area-tax-promo

Menu / Price List

Tax Preparation

Basic return flat-fee pricing. We will include 1 Schedule C or Schedule E with basic return. Prices are negotiable

0-12% Federal Tax Brackets

$100

22% Federal Tax Bracket

$150

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24% Federal Tax Bracket

$250

32 - 35% Federal Tax Bracket

$500

37% Federal Tax Bracket

$750

Additional Services

Difficult States CA or NY

+$50

States with complicated or intensive tax regimes cost more because they take more time, and have a higher chance of follow-up  work for the return.

Local Jurisdictions

+ $100

Some places like Contra Costa County, or NYC have an additional tax regime to contend with, with its own set of rules.  

Additional States

+ $100

Basic returns include one State.  Additional States add cost and complexity.  

Accredited Investor Investments

+ $100

Some investments require special forms, and knowledge and even have their own schedule for reporting.  Investments like Qualified Opportunity Zones, Fee-Simple Donations, Real Estate Options (1031/721/DST), and Partnerships, may cause more work, and therefore additional fee.

Amended returns that we suggest

+ $0

If we need to do an amended return because we recommend it

Amended returns because of the client

+ $100

If we need to do an amended return because the client made a mistake, or did not give us all the forms or information, then there is a charge for the extra work involved.

Add a footnote if this applies to your business

Contact Information

David R Mongeau 

Address:  412 Main Street Springvale, ME 04083 

david@chessfinancialplanning.com

(207) 432-4552

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