Our Approach
We will offer personalized service to meet your specific needs.
Transparent Communication
We will offer open, honest and transparent communication throughout the working relationship.
Accuracy & Compliance
We will deliver precise work while adhering to all tax and financial regulations.
We will start with a free consultation and discovery call to understand your needs. Whether you or your company needs bookkeeping or full tax services, we will figure out the best solution during our initial consultation.
It is our job to make taxes less taxing. We will walk you through the process and provide you with easy-to-follow instructions to achieve the best solution.
Do I have to pay you anything upfront?
Typically, no. Most services are provided and billed after the work is completed. The one exception is tax filing in which you are provided a summary of the outcome and will pay prior to filing the return.
How much do you charge for tax preparation?
The price depends on the number of forms that need to be filed with each return and how quickly the return needs to be filed. The full cost will be disclosed after the initial consultation.
What documents do I need?
Most likely, you will need the previous two filed tax returns with all schedules attached. You will need to provide state identifications for yourself, your spouse and any dependent. These documents will be thoroughly discussed at the consultation..
Can you help me maximize my refund?
We will examine all possible scenarios for achieving the best outcome to your particular tax situation within the confines of Federal and State Laws.
What if I can’t pay my tax bill?
The IRS now has a fully updated website to request payment plans online. We can discuss this in further detail during the initial consultation.
Do you e-file returns?
Yes.
Let us handle the numbers while you focus on what matters.
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