Effective Client Interview, Processing and Delivery.In addition to providing complete organizers, we prompt you for additional information during our client interviews in an effort to submit the most complete filing possible.This effort minimizes government inquiries and reduces your taxes.We double check your tax filing for optimum accuracy.We encourage a tax preparation delivery meeting with you as a final verification, before submission of the filing, to review line by line, making you aware of all details in your declaration.
Electronic Tax Filing & Direct Depositof Refund to Your Bank Account.Current tax years can be e-filed and direct deposit or direct payment is included, but optional.
Experienced, Proactive, Professional Staff.Over 20 years of combined tax experience.Additionally, our staffhas experience with financial planning, real estate and bookkeeping.We can answer general questions and provide insight that may benefit your tax results.
Year ‘Round Access to Tax Preparers.We are Open all year - We are available by phone, e-mail and by appt. to answer any questions.
Tax Planning & Organizing Advice.We work proactively with you throughout the year to provide information and advice to reduce your taxes.We provide effective tax organizers to help you identify all potential deductions.
Account Resolution with IRS (Federal) or Franchise Tax Board (State) Tax Matters.
We will help you respond to IRS or FTB letters until the Tax Matter is resolved on tax returns that we prepare.
Audit Representation in the Event of IRS Inquiries.On tax returns that we prepare,
we will help you identify, compile and organize the proper documentation to satisfy an audit with minimum financial repercussions.We will attend an audit on your behalf, work proactively to justify the tax matters in question, striving to save you time and money.
Your Tax Preparation Quote Does Not Provide:
Amendments Due to Incomplete Tax Information.There is an additional charge for amending Federal and State tax returns, if information is provided to us after the return is authorized to be filed.
Offer in Compromise.Installment Agreements. Taxpayer Identification Numbers.
These services are specifically not included in the quote, but they are available.
Audit Representation and Account Resolution on Tax Returns we did not Prepare.
These services are specifically not included in the quote, but they are available.
Other Available Services:
Access to Financial Consultant.Over 15 years of investment experience in setting up and administering retirement, college savings and other investment accounts.
Access to Real Estate Broker.Over 12 years of experience in sales and purchases.
Access to Bookkeeping Consultant.We can advise you, set up or administer your business or personal bookkeeping.
Business Entity Advice.We can help you determine the type of business entity to set up.We can provide general guidelines to help you comply with Federal, State and City business requirements.
City Business Tax Alerts and Annual Tax Filings.We can alert you, complete your City Business Tax Forms, deliver them via certified mail and respond to City inquiries.
