2. We will email you a secure link where you can upload (PDF format preferred) all of your tax documents needed to prepare your return. 3. We can review your documents and draft up an engagement letter for your review and signature using the same link. 4. Once we have the signed engagement letter we will work up your return and send the return over using the same secure link for your review and signature.
If there are any questions during preparation, we will either call or email with the questions. With our knowledge and experience, we can help tailor a tax plan based on your individual circumstances. No one enjoys overpaying in taxes. We can help your small business make sure it's making use of strategies that are commonly overlooked with less experienced preparers, CPAs and those non-CPA/EA preparers out there.
Whether you keep track of your bookkeeping yourself in Quickbooks and just need some training or cleanup work done or whether you need outside help from an accountant to keep your books for you, we can assist you.
If there are any questions during preparation, we will either call or email with the questions. With our knowledge and experience, we can help tailor a tax plan based on your individual circumstances. No one enjoys overpaying in taxes. We can help your small business make sure it's making use of strategies that are commonly overlooked with less experienced preparers, CPAs and those non-CPA/EA preparers out there.
Whether you keep track of your bookkeeping yourself in Quickbooks and just need some training or cleanup work done or whether you need outside help from an accountant to keep your books for you, we can assist you.
Services
We strive for excellence in our service.
I want for our client's to be 100% satisfied with us because that is how our business grows from word of mouth.
If your preparer withholds their fee from the refund, do you have an adequate understanding of what you're being charged for and fully review your return for accuracy?
If you have IRS issues, we are here to help in whatever way we can.
Generally this would start by us getting a copy of the IRS letter that addresses your issue and reviewing your individual scenario for ways we can be of assistance.
I want for our client's to be 100% satisfied with us because that is how our business grows from word of mouth.
If your preparer withholds their fee from the refund, do you have an adequate understanding of what you're being charged for and fully review your return for accuracy?
If you have IRS issues, we are here to help in whatever way we can.
Generally this would start by us getting a copy of the IRS letter that addresses your issue and reviewing your individual scenario for ways we can be of assistance.
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