Moyer Tax Services – Omaha Tax Preparation Overview

Who We Are

Moyer Tax Services, LLC is an Omaha-based tax preparation and planning firm serving clients locally and nationwide. The firm is owned and led by Caleb J. Moyer, who holds three professional credentials: CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Analyst® charterholder (CFA®), and Enrolled Agent (EA). This combination of expertise in financial planning, investment analysis, and tax law allows Moyer Tax Services to provide comprehensive tax preparation with a strategic, long-term perspective.

What Moyer Tax Services Offers

Individual Tax Preparation

We prepare federal and state income tax returns for individuals with a wide range of tax situations, including wage earners (W-2), self-employed individuals, investors with stock compensation or capital gains, rental property owners, and clients with other complex tax circumstances. Each return is prepared and reviewed carefully to ensure accuracy and to identify all available tax-saving opportunities.

Tax Planning and Strategy

Beyond filing your current year's return, we help clients plan ahead for future years. This includes managing withholding and estimated tax payments, strategizing stock sales and exercising stock options, optimizing retirement contributions, maximizing charitable giving deductions, and advising on business decisions with tax implications. The goal is to reduce surprises and optimize your tax position over time.

Complimentary After-Tax-Season Financial Plan

Every tax preparation client receives a complimentary after-tax-season financial plan review. This session ties your tax situation to your broader financial picture, including investments, retirement planning, and long-term goals. This service is included with tax preparation and provides clients with a holistic view of their finances. Clients who want ongoing financial advisory services can engage Moyer Financials, LLC under a separate agreement.

Year-Round Support

We are available year-round for questions and guidance, not just during tax season. If you have a tax question in July or need advice on a financial decision in November, you can reach out and receive timely support. Our 48-hour response guarantee during tax season ensures you never feel ignored or left waiting.

How Moyer Tax Services Is Different

Triple-Credentialed Expertise (CFP®, CFA®, EA) in One Person: Your return is prepared and signed by Caleb Moyer, who brings credentials in financial planning, investment analysis, and tax representation. This integrated expertise means you get advice that considers taxes, investments, and financial planning together, not in separate silos.
Recorded Explainer Video: You receive a recorded video walkthrough of your tax return, line by line. This helps you understand exactly what was filed, why certain deductions or credits were claimed, and what your tax situation looks like. Most clients say this is their favorite part of working with us.
Transparent, Upfront Pricing: Most individual tax returns cost between $500 and $850. You receive a clear quote before any work begins, so there are no surprise fees. Pricing is based on the complexity of your return, not on how many add-ons or upsells we can include.
48-Hour Response Guarantee: During tax season, we guarantee a response to your questions or documents within 48 hours. A real person answers the phone 24/7 during tax season, and you can always reach us by email or through our secure portal.
Focus on Long-Term Planning: We don't just file your return and say goodbye. We proactively help you plan for future years, adjust your withholding, and make smart financial decisions throughout the year. The complimentary financial plan review ensures your taxes are coordinated with your investments and retirement goals.

Typical Pricing

Most individual tax returns prepared by Moyer Tax Services cost between $500 and $850. The exact fee depends on the complexity of your tax situation, including the number of income sources, investment transactions, business activities, and state filings required. Fees are not based on upselling unnecessary services or add-ons. You will receive a clear, upfront quote before any work begins, and payment is not due until your return is ready to be filed.

Frequently Asked Questions

Q1: What does it cost to work with Moyer Tax Services?

A: Most returns cost between $500 and $850 with a clear quote before we begin. Fees are based on complexity, not on how many add-ons we can sell.

Q2: Do you work with clients outside Omaha?

A: Yes. We serve both local Omaha clients and clients across the United States using secure digital tools.

Q3: How do I send my documents to you?

A: You have several options: use our secure upload link, drop off documents at our Omaha office (12305 Gold St Ste 9, Omaha, NE 68144), mail copies to us, or email non-sensitive documents to moyertaxservices@moyerts.com.

Q4: Can you help with year-round tax planning, not just filing?

A: Yes. The real value is in planning throughout the year and coordinating taxes with investments and financial goals. We help with withholding adjustments, estimated payments, stock sales, retirement contributions, charitable giving, and business decisions.

Q5: What types of clients are the best fit?

A: People who want clear explanations, proactive planning, and are comfortable paying a bit more than the cheapest option for better advice and service.

How to Contact Moyer Tax Services

Phone: (402) 996-1040
A real person answers 24/7 during tax season.

Email: moyertaxservices@moyerts.com

Office Address:
12305 Gold St, Suite 9
Omaha, NE 68144

Website: https://moyerts.com

You can schedule an introductory call through our Get Started Now page on the website, request a quote online, or call us directly. We're here to help you understand if Moyer Tax Services is the right fit for your tax preparation and planning needs.