Starts with our clients sending us all of their “official tax documents” (W2s, 1099’s, ect) along with our 2 page client organizer/ questionnaire. If you’re a new client, we’ll need to see your prior year return as well, so please send that over or drop it off.
Don’t worry if you are unsure or have questions, we will discuss it all before finalizing.
After our CPA reviews your prior years return, tax forms and questionnaire, they will call you to take more of a deep dive into your tax life to uncover any hidde deductions or items that need attention.
We will also give you our best practices advice for moving forward should we see fit.
Once we have determined that all income & deductions have been accounted for,we will finish preparing your return. Once completed, although not necessary, we recommend going over your return in detail with you (Unlike most firms who hand you a ream of papers with no explanation). We can do this via screen share from the comfort of your home/office, or we can do this face to face in our office.
Once we agree everything is ready to be finalized, we will upload your return to our secure client portal where you can review, e-sign, and pay your invoice all at the same time. You will have access to your tax return from anywhere, anytime,should you need it.
If you are an estimated tax payer or typically owe taxes with your filling, we will discuss current year payments and strategy as well.
We are here all year long and are happy to assist our clients. No invoices for quick questions unlike like most CPA firms. We love our clients and are happy to help!
Preparing a correct and accurate tax return is our priority. We proudly stand behind our work and if a mistake does happen that is our fault, we will immediate correct the mistake and gladly refund your money if requested.
If any penalties or interest are incurred due to our mistake, we will do everything we can to fix the problem and cover any penalties should they arise.
We feel so confident in our processes to account for all deductions and uncover hidden deductions that we guarantee that you will pay the lowest amount of taxes legally possible. We spend a good amount of time correcting and fixing other so called tax pros mistakes and oversights.
We are so committed to giving out clients the best service. We do this by taking thte time to understand our clients situation and asking the right questions to make sure every deduction is accounted for. And remember we work for you, NOT the IRS.
Not only do we prepare an accurate tax return, we will inform you of tax saving strategies and best record keeping practices should we see fit.
Starting January 1, 2017, all our returns come with our “Silver” Stress Free Audit Insurance, FREE with paid tax preparation. Our Silver package includes our full support when handling IRS and State Notices for the 2016 tax year. If you receive a notice, send it to us and we will work with you to organize the required documentation and we will respond to the IRS on your behalf.
“Many tax experts are predicting an increase in IRS audits (because of the system automation), as well as an increase in audits by the state”
Our Gold Package adds our representation for an actual IRS audit for the current year. Whether it be an “audit by mail”, or an actual audit at one of the IRS locations, we will work with you to compile all the necessary documentation and represent you in front of the IRS for no additional charge. Our fees to represent our clients in an audit scenario can range from $1000- $2500 & up depending on time and complexities.
Our Gold option is an optional add on service & not included with regular tax preparation. Gold protection covers the current tax year only regardless of when you get audited.
The IRS and state authorities are behind in auditing tax returns and matching reporting documents to tax returns.They are currently working on 2012 & 2013 years.
Our Platinum level package covers you for a period of 7 years. It Is just like our Gold package, but it includes the currtent year and 6 prior years. We will provide audit coverage for prior years tax returns, even if we did not prepare them.
How is that for taking care of our clients! Once the Platinum level package is purchased, only the gold level will be required in future years as the previous years have been protected by the one time Platinum purchase.
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