• ​First, you’ll meet with one of our experienced tax preparers to get to know you and understand your personal tax situation, and review your tax records.
• We will then prepare your return, making sure that all available tax deductions and tax credits that you are entitled to are taken advantage of.
• When preparing your return, we will contact you with questions we may have about the information you supplied or with any last minute tax savings ideas that you can elect to take advantage of.
• Your tax return will be checked by our computer software to identify any potential problems the IRS may look at more closely to limit potential IRS notices or audits.
• Your tax return will be reviewed by an experienced CPA for accuracy and to make sure you’re paying the least amount of tax that is legally possible.
• We will give you an opportunity to review your return before filing, allowing you to ask any questions you may have about your tax return, or to provide any additional information you may have missed providing earlier.
• Your tax return will be filed electronically which will ensure your return is correctly entered into the IRS computer system, and you will get your refund back more quickly.
• We will show you potential deductions to limit your tax liability for next year.

Tax Preparation – Don’t Try This at Home!

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

We get several new clients each year who first self-prepared their tax return and then bring it to us to review.  Many times it’s because they owe a large tax liability they don’t understand, and other times it’s because they received a notice from the IRS.  Usually​ we’re able to find a number of mistakes that were made on the original return.  Those mistakes are sometimes just simple data entry errors, but most of the time it’s because of the individual’s lack of understanding of tax laws and tax preparation.   Good tax software is useless if you don’t understand how or what information to enter into the tax software.  Remember the old computer adage – “garbage in, garbage out”.  Don’t let your tax return be garbage!

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 the appropriate tax returns for your type of business, and prepare your personal income tax returns. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.

Get Started Today