Whether we like it or not, today's tax laws are so complicated that filing 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 tax professional.
Your tax return will be checked and rechecked by our staff, identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
We review all documentation provided to ensure that it is a complete picture of your tax environment. Our goal is to minimize your taxes.
Your tax return can be filed electronically so you will get a refund back quicker.
We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.
Get to know if our tax preparation services are right for you by having a free meet and greet with our Director of Practice Management, Christopher Cooper. During this meeting, Christopher will cover any of your questions as well as tell you more about our firm and process.
After your meet and greet, Christopher will send you a quote that is prepared by our tax manager for services that are to be rendered. You will then receive an engagement letter via DocuSign.
Once an engagement letter is signed, you will be assigned to a preparer and a manager of the firm. You will then receive an email from your preparer who will assist you in setting up a secure portal.
