Services and Education

Select your category(ies) below to learn more. Each page has FAQ written in layman's terms, instructions, and workbooks for tax preparation.

Tax Preparation for Travelers

Travel Nurses, Allied Health, Locums, Engineers and other traveling professionals have unique situations. We assist you no matter where you are.

Canadian-US Cross-Border

We prepare both, US and Canadian returns. Whether emigrating, working temporarily, or just thinking about it, we can guide you through the maze without tears.

Ex-pats and International Tax

US citizens must file regardless of residence and report financial assets. Assigned temporarily, permanently, a missionary, or working with a charity? We can help.

Small Business and "Normal" (non-travelers)

You don't need to be a traveler or an ex-pat. Have a business, small corporation, rental, non-profit, or just a regular Joe? It is not out of our expertise. We still welcome you. :-)

Audit Representation & Controversies

We defend any return we prepare for free. Under audit and not a client? Need to resolve a tax problem? Give us a call to discuss your situation.

Staffing Agencies

Per Diem Reimbursement Policy compliance is important. We strengthen your documentation, work-flow, and train your staff. We work with you via internet, video-conference, or in person.

Our Prices

Our flat fees make us a little unusual. Everyone gets the same attention, regardless of how many W2s or interest statements they have. We call it "Tax Prep With a Brain." All is done via phone/fax/email.  Isn't this modern world amazing?    :D

  • Send us your documents, we enter them into our system.
  • Next we contact you to set a phone appointment, where we will review your year, and answer questions.
  • After the appointment, you get a copy of the proposed return for review. Usually via our secure portal, along with our bill, not due for 30 days. :D
  • We will need you to sign your efile consent forms, or follow any other final instructions.
Traveler: Federal Return
(includes: 1040, Sch A, 2106, and supporting documents)- See state return prices below. A joint return counts as one return.
Non-traveler: Federal Return
(includes: 1040, Sch A, and supporting documents)- See state return prices below.
$ 191
STATE RETURNS EACH state return, including USVI - (AK, FL, NV, SD, WY, WA, TN, NH, TX have no tax returns.) - - More than 5 states? We have pity, call us to discuss.
$ 55
State Zero Return (no income, filling for licensing purposes)
$ 10
Local return / School District return (each)
$ 21
If Spouse also takes travel assignments: (contracts, expenses, per diems, etc)
$ 25
Federal Schedule C or E (price depends on complexity)
$ 50
Amended returns
Shoe box charge - Rarely used. For the person that literally send us all of their receipts and we have to go through them, sort and total amounts. (Hint. Hint.)
$ 60/hr
Items below this line relate to international tax issues
Canadian Cross-border T1
$ 150
Canadian Cross-border T1 with second spousal T1
Canadian Cross-border T1 with Quebec (spouse T1 add $50)
$ 200
Puerto Rico Return (depending on complexity)
$ 150-200
FBAR (Federal Bank Account Reporting)
$ 50
3520 (Foreign Trust)
$ 45
$ 50

About Us

Yup, you probably only know the name of the "Great Guru Joe," but he is so exalted that he does not speak on the phone without an appointment. To get something done, contact the rest of us.  :D

Joseph C. Smith

CLICK HERE for Joe's Bio

Daina Smith
a.k.a. "The Wife," RN, AFSP

CLICK HERE for Daina's Bio

For our History


Brenda Berg
(and Hubby) - Staff

Tiffany Berg
Staff - (Yes, Another Berg!)

Visit Our Blog

Contact Form

We love emails. They can be answered at any time, day or night. :D

My email is about:

Send Us Documents

The most secure way to send us your documents is to utilize this link that will allow you to select your saved files and upload them via our encrypted site.

Mail: PO Box 1643 - Norfolk, NE 68702
Street Address for UPS and FedEx only: 1010 Riverside Blvd., Norfolk, NE 68701

FAX: 877.872.8829

Pay Your Invoice Online

You will be directed to a separate PayPal portal page to complete the transaction. A PayPal account is not required.

Talk To Us

Our mantra is "We never charge to chat." If you are a traveler with questions about your tax home, or have questions about per diems, contracts, or how staffing agencies operate, that phone call is free of charge. - - It probably comes from our years in healthcare... educate! educate! educate!

Phone: 402.379.7818         Canada: 902.482.8128