i manage tax time, so you can enjoy me time
Personal & Small Business Tax Preparation • IRS Letter of Inquiry • Power of Attorney • Audit Assistance
maureen hein
“My specialty in tax preparation exists because our tax system is complicated and time consuming. By focusing on a small client base, I can limit overhead and deliver personal services to all my clients at a fair price.”
Maureen Hein, EA
A graduate of Marymount College in Tarrytown, NY with a Bachelor’s Degree in Accounting and Business Management, I spent 12 yrs. working in private accounting for companies including AOL and MCI. With a decade of tax preparation experience, I began working for H & R Block in 2009 until moving to Whitefish, MT in 2014 to pursue adventure and my own business. Earning Enrolled Agent status with the IRS in 2016,
I can now represent all clients in any manner before federal and state agencies.
I enjoy preparing taxes and helping others understand the tax preparation process and reasons behind their payments and credit benefits. I also like to share organizational techniques that help ease the process as life becomes more complicated. I became an Enrolled Agent after my own encounter with the IRS. Working with an Enrolled Agent can put a taxpayer at ease by ensuring thorough tax compliance and accuracy throughout what can often be a tedious process. I always look forward to working with new clients.
what is an
enrolled agent
The IRS considers an Enrolled Agent to be a tax expert; it is the highest credential the IRS awards. An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled Agents, like Attorneys and certified public accountants (CPAs), are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
The directory of federal tax return
preparers with credentials and
select qualifications
Anyone with a Preparer Tax Identification Number (PTIN) can prepare a tax return for a client. However, tax return preparers have differing levels of skills, education and expertise. This searchable directory is intended to help you with your choice by providing a listing of preparers in your area who currently hold professional credentials recognized by the IRS or who hold an Annual Filing Season Program Record of Completion.
FIND ME AT irs.treasury.gov
(ZIP 59937, Last Name: Hein)
FIND a colleague
(Search for Maureen Hein at Linked In)
how it works
Physical proximity to your tax professional is no longer a necessity. No need stressing to find the time, set the appointment, or visit the office. Taxes can be completed on your time, at your convenience, day or night. Thanks to the internet and secured encrypted software, your tax preparer can live anywhere. I work with clients all over the United States utilizing Dropbox, Kaspersky Pure, and Drake Software; all encryption software products. Your data is secure every step of the way.
Organize your tax documents and deliver them to me
Through the Internet
Dropbox is a free cloud based encrypted sharing system that enables clients to share sensitive tax documents electronically. It’s free, easy, and convenient.
Through
the mail
Not a fan of electronics, no problem. Priority Mail, FedEx, UPS, etc., can all track a mail package sent directly to my door.
Local? Drop
them off!
If you live in Whitefish, MT, any of the surrounding areas, or are vacationing during ski season, have your taxes done while enjoying fresh powder on Big Mountain.
In Process document storage
Once received, the documents are transfer or scanned to a secured server and stored utilizing Kaspersky Pure encryption software while the tax return is produced.
Tax Return Completion and
E – Filing
Processed through Drake Software, a top-tier provider of professional tax preparation software, the final tax return and supporting documentation is stored within the Drake Software and all other copies are permanently deleted from Dropbox (if applicable) and the Kaspersky Pure secured server.
Additional Tax Return Audit Protection
Audit protection can be purchased through my services and is provided by Protection Plus at an additional cost; it is an add-on to the tax return preparation fee. If there is an issue with your return, Protection Plus experts work with the tax preparer, the client, and the IRS to resolve it and will protect against any legitimate tax preparer misinterpretations or clerical errors, covering penalties and interest up to $2,500 in tax liability. In addition to audit protection, the purchase of Protection Plus includes one year of Identity Theft Restoration Services; an invaluable service if compromised. Please review the entire Protection Plus offering at:
data security every step of the way
What people say
Maureen was incredibly professional from the start. It was very easy to get her documents and contact her as needed.
We received a very impressive tax analysis that made it a no brainer to hire her. She did not disappoint. Impressive understanding of tax benefits and a willingness to look into our individual circumstances. Bonus: she was flexible with time, which I found convenient with a 4 month old in tow.
Great info on the website.
Danielle D
We've had Maureen as our tax preparer and consultant for over 10 years now.
We live in Virginia so we utilize the Dropbox and online method and I will say that I would highly recommend this. It is easy, secure and she is really good at facilitating the process. We just upload our documents to a secure Dropbox and Maureen receives and processes everything over 2,000 miles away! She has alerted us to many tax advantages we were eligible for and even some pitfalls we did not see coming had we done our own taxes.
Jill A
We love being able to trust Maureen with our taxes each year. She makes the process smooth and painless despite the fact that we live in another state. Maureen has helped us navigate various scenarios, including home purchase, solar tax write-offs and some retirement cash-outs. When an error by the IRS caused them to threaten us with major penalties for late payments, Maureen took over for us in navigating the bureaucracy to set things right. We have no worries regarding either our taxes or the IRS knowing that Maureen is very competently handling it all for us.
Shannon B
resources
GET THE ADOBE READER
The IRS uses Adobe Acrobat PDF files to distribute publications and other information. PDF files are provided for all IRS published products. To download and print a PDF file, you will need to have the Adobe Acrobat Reader software installed. You can download the latest version of Adobe Acrobat Reader FREE from the Adobe Reader download page on Adobe's Web site.
Download Adobe Acrobat Reader FREE
IRS Publications
Search for IRS Information and Publications
IMPORTANT TAXPAYER INFORMATION
– Protecting Yourself –
The most important thing people need to know about taxes is that the IRS will NEVER email, text, or call you without first having corresponded with you via letter by mail. In addition, the IRS will NOT threaten to arrest you or demand payment from you without allowing you to question or appeal the amount. Learn more.
Identity Protection: Prevention, Detection, and Victim Assistance
Taxpayer Guide to Identity Theft
– Know Your Rights as a Taxpayer –
The Taxpayer Bill of Rights
– Where's My Refund? –
What to Expect and Other Refund Topics
– What Should I Keep and How Long? –
IRS recommended Record Keeping and Retention Recommendations
irs you tube channel
The IRS has a YouTube channel to further assist taxpayers to obtain and understand
the most relevant topics of the day.
I can be reached by phone at 864.908.7075
or by email below at
612 Lupfer Ave.
Whitefish, MT.
59937, USA
