Trusted Tax Preparer in Omaha, NE
Sit down with the same preparer every year — or drop off your paperwork and we'll call when it's ready. Your fee is quoted before we start, and we stand behind every return we file.
Services & Flat Fees
Federal and one state return included. You'll know your fee before we begin.
The Same Preparer, Year After Year
We opened as a two-desk office in 1999 and we're still family-run. Most of our clients have been coming back for years, and they see the same preparer every spring — someone who already knows about the new baby, the rental house and the job change. Everyone who prepares returns here holds an IRS preparer number, and we keep up with the tax law changes so you don't have to.
- ✓One preparer who knows your history
- ✓Flat fee quoted before we start
- ✓Returns checked twice before they're filed
- ✓Help reading IRS letters all year
What To Bring
Photo ID for you and your spouse
Social Security numbers for everyone on the return
W-2s, 1099s and any other income forms
Form 1098 for mortgage interest
Records of charitable gifts and medical costs
Childcare costs and the provider's tax ID
Last year's return, if we didn't prepare it
A voided check for direct deposit
Why People Come Back Every Year
Same preparer for eleven years. She remembers our kids' names, our rental house and the year my husband changed jobs. We just drop off the folder.
They told me the fee before they started and it was exactly what I paid. They also found a credit I'd been missing for two years.
When I got a letter from the IRS in July, they explained what it meant and helped me write the reply the same week. No extra charge, since they'd done the return.
Drop It Off, Or Sit Down With Us
Short on time? Leave your paperwork in a sealed envelope at the front desk and we'll call when your return is ready to sign. Prefer to talk it through? Book a sit-down appointment and watch your return come together.
- ✓Drop-off: usually ready within a week
- ✓Sit-down: about an hour for most returns
- ✓Evening and Saturday appointments in season
- ✓Documents kept in a locked file, then returned
Tax Deadlines We Help You Hit
January 15
Last quarterly estimated payment for the prior year, if you're self-employed.
April 15
Individual returns and any tax owed are due, unless it falls on a weekend or holiday.
October 15
Extended returns are due. An extension gives more time to file, not to pay.
Book Early And Skip The April Rush
Evening and Saturday times go first. Reserve yours now — you can bring your paperwork whenever it's ready.
Tax Preparation Questions
How much does tax preparation cost?
Simple individual returns start at $175, including federal and one state. Self-employed, rental and multi-state returns cost more. We quote your fee before we begin.
How long until I get my refund?
The IRS issues most e-filed refunds with direct deposit within about 21 days. Some returns take longer if the IRS reviews them.
I haven't filed in a few years. Can you help?
Yes — prior-year returns are something we do every week. Bring whatever you have and we'll work out what's missing.
What if I get a letter from the IRS?
Bring it in or send a photo. We'll explain what it means and help you prepare your reply — free for returns we prepared. If a letter turns into an audit or back-tax case, we'll point you to an enrolled agent or CPA who can represent you.
Can you file an extension for me?
Yes. We can file your extension, which moves the filing deadline to October 15. It doesn't extend the time to pay, so we'll help you estimate what to send by April 15.
Do you prepare state returns too?
Yes, one state return is included in every fee. Additional states are extra.
Are you open after tax season?
Yes. We're open by appointment May through December for extensions, prior years, IRS letters and planning.
How do you keep my documents safe?
Paper documents stay in a locked file while we work and are handed back when you sign. Returns are e-filed through IRS-authorized software, and we never email your Social Security number.
Book An Appointment
Send us a note and we'll call you back to find a time — or call (402) 555-0161.
- Visit us5018 Leavenworth St, Omaha, NE 68106
- Call us(402) 555-0161
- Email usoffice@oakhallowtax.com