Whether we like it or not, today's tax laws are so complicated that filing even a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced Certified Public Accountant who combines business expertise with in-depth tax study and experience to get the right result for you through advance planning and forensic review of your tax issues.
While many tax services such as H & R Block and Liberty Tax certainly train their personnel to know the general rules and regulations and to properly complete a tax form they are not trained to look at the exceptions to the general rules. Worse yet, Enrolled Agents (EA's) are trained by the IRS to think like the IRS!
You didn't work hard to be part of the crowd. So why just be one of the crowd when it comes to getting your tax return prepared? Isn't it time you treated yourself to the services of a real professional?
Here's what to expect when working with us...
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You will sit down personally with Christina or one of her highly trained professionals to review the past year of your life and how it affected your income, deductions, sales, purchases, dependents, and even how it affected your credit!
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You will be asked to provide certain documents either on paper or via electronic means that will allow us to begin the initial preparation of your tax return.
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After the initial preparation, Christina or another experienced CPA with a focus in taxation will review the draft of your tax return and you may be asked about additional documentation, always with a goal of insuring that you are paying the least amount of tax legally possible.
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Your return will then be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contact.
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Your tax return can be filed electronically so you will get a refund back quicker. We do not provide "Refund Loans" as "Direct Deposit" to your own account is nearly as fast and puts more money in YOUR pocket.
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Our staff will show you how to adjust your payroll withholding to get more money back each week, when applicable. Why give the IRS an interest free loan for up to 16 months.
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We will discuss potential deductions applicable to your tax liability for next year.
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We are here for you year round, so you can call us any time to discuss transactions that will impact the following year's tax liability.
Books a Mess: No Problem!
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, Profit or Loss from Business (Sole Proprietorship), or separate business entity return, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year, whether you do it yourself, or you hire us to do it for you.
