Neese Financial

01/27/2026

❄️ Snowed in? Perfect. It’s the universe telling you to finally get those taxes done. Because if we’re all going to be trapped under a mountain of snow, we might as well come out of it with a refund.

Don’t get stuck in the cold with the IRS.
At Neese Financial LLC, I make tax prep simple, virtual, and stress free — no shoveling required.

Upload your documents from the couch, sip something warm, and let me handle the heavy lifting (the tax kind… not the driveway kind).

📞 Call or text: (240) 324‑1953
🌐 Visit: www.neesefinancial.com
📧 Email: [email protected]

01/11/2026

Tax season doesn’t have to be stressful.
With Neese Financial LLC, you can get your taxes done 100% virtually — securely, accurately, and all from the comfort of your own couch.

Professional prep. Clear guidance. Real peace of mind.

Ready for a smoother tax season?
📞 Call or text: (240) 324‑1953
🌐 Visit: www.neesefinancial.com
📧 Email: [email protected]

01/06/2026

My prices are a flat fee, upfront, and no upselling.
All Prices include the Federal and 1 State return.

Basic: $200.00 - W-2 Income with 1099 Dividends and Interest under $1500, and the Standard Deduction. No Credits

Standard: $290.00 - Includes Basic plus: W-2, Retirement, and Social Security income, Standard Deduction, 1 Credit.

Premium: $390.00 - Includes Standard plus: Itemized deductions, 1099 Dividends and Interest over $1500, Schedule D Capital Gains/Losses (Up to 30 Transactions), 3 Credits.

Elite: $490.00 - Includes Premium plus: Unlimited Tax Credits,
1 Schedule C, E, or F (Business, Rental Property, or Farm)

Additional Costs:

$40 | Multi-State - Fee is Per Additional State
$3 | Per Additional Stock Trade - Schedule D
$100 | Per Additional Rental Property - Schedule E, Part 1
$100 | Per Additional Business - Schedule C or F
$30 | Forms 1095A & 8962 - Premium Tax Credit
$100 | Sale of Residential Home - Non-rental
$150 | Sale of Residential Home - Rental
$65/Hour | Cryptocurrency Trading - Schedule D
$100 - $400 | Schedule K-1
$100 | Amended Return

12/25/2025

If you're in need of a new tax preparer this season but you have kids, work long hours, own a business, or just enjoy not having to leave your house? You have found the right person.

My name is Philip Neese, I am a virtual accountant/tax preparer, meaning I don't typically meet people face to face. All business is conducted via the telephone, e-mail, and/or zoom. I use a fully encrypted client portal that we will use to exchange financial and other personal documents, it's secure and incredibly convenient or if you're old school I also have a fax.

My prices are fairly competitive; you can find them on my website. If you need something aside from taxes done such as Bookkeeping, send me a DM, e-mail, or give me a call to discuss the details.

Discover our customized bookkeeping pricing tailored to your unique needs. Our tax preparation prices are flat and transparent, ensuring you know exactly what to expect. Explore our services and find the perfect pricing plan for you.

09/01/2025

🕒 Corporate Tax Extension Deadline: September 15th
It’s coming fast—and if your books are behind, now’s the time to act.

✅ Need a professional Catch Up or Clean Up without the CPA price tag?
✅ Want clarity, accuracy, and peace of mind before the IRS comes knocking?

Let Neese Financial help you get back on track.
📩 Message us today to start a conversation—your numbers (and your stress levels) will thank you.

08/23/2025

Ever wonder if your books truly match your bank account?
My latest blog breaks down how to reconcile accounts the right way — with real-world examples and practical advice.

Perfect for business owners, bookkeepers, and anyone who wants cleaner books.

Master the bank reconciliation process with this clear, step‑by‑step guide. Learn how to reconcile accounts, avoid common errors, and keep your business financials accurate and audit‑ready.

06/11/2025

Managing your books properly is one of the most crucial aspects of running a successful small business.

05/25/2025

Did you know that reviewing your accounts on a monthly basis will not only help you stay in compliance but also give you: Financial Insights into your business, be able to make better informed financial decisions, and let you be able to focus on running your business? Shoot me an email or give me a call today!

[email protected] or 240-324-1953

05/13/2025

04/14/2025

The deadline to file your tax return or request an extension is rapidly approaching, with only two days left. Keep in mind that even if you file for an extension, you are still required to pay all taxes owed by April 15th to avoid interest and penalties.