New Clients

Melissa’s Administrative Services doesn’t just “do taxes.” We are on a mission to help you build your business and grow your wealth.

We accomplish this by providing a personalized experience that blends technology and hands-on service.

To get started, please take a few minutes to read the following and see if we are a good fit for your needs.

 

MAS believes:

  • Tax preparation is much more than putting numbers in little boxes

  • You are more than a number

  • Knowledge is power when it comes to your finances

  • You deserve to reach your financial goals

How we work:

  • Our office is casual - we want you to be comfortable and unintimidated during this often-intimidating time

  • Melissa prepares and reviews all tax returns

  • Our team includes Melissa Noe, Owner & Tax Professional, Karen Thomas, Bookkeeper, and Kim Rowland,  Office Assistant

  • We work with our clients via email, in-person or virtual meetings, and over the phone.

  • We work by appointment only – you can book online or call

  • Our individual tax preparation begins at $175

  • Corporate and Partnership returns begin at $200

  • MAS has a special niche for Salon/Nail Techs, Restaurants, and Direct-Sales

Our clients should understand that:

  • The actual preparation of your tax return is not completed during meeting time. This time is used to answer questions about current and future life situations

  • MAS will review your prior year’s tax return to look for possible amendments, additional refunds, and to fix errors

  • MAS will educate you about your current tax situation and look for hidden opportunities to decrease liability

  • Fees are non-negotiable

Here are your next steps to get started:

1. Book your appointment  

  • Please book your appointment here OR by calling 859-241-1291 or 859-519-6164

2. Complete all available documents required for your tax return

  • The Tax Preparation Checklists will guide you on what you need to bring to your tax appointment

  • Don’t forget to print out any items that have been received electronically

3. Our engagement letter is available for your review

  • Please sign, date and bring with you

4. Read our Tips for a smooth and cost effective tax season.

If you have any questions, you may contact us via phone 859-241-1291 or via email melissanoe00@gmail.com 

We look forward to working with you!

(A conflict of interest arises when the representation of one client will be directly adverse to another client. Example: ex spouses with children)

Print, Complete & Bring With You

Documents & Forms Needed for Your Appointment:

Documents & Forms Needed for Your Appointment: