We prepare and file tax returns for businesses, non-profits, estates, trusts and individuals. We provide tax planning and assist with tax problems. We pride ourselves on being very efficient, affordable and of course, discrete. In the review process, our Electronic Return Originator checks the returns for input accuracy, data integrity and correctness. The data keyed by the agent is compared to the digital copies of the source documents used in preparation.
Our Document Management Specialist, places our digital copies of all your tax documents, notes and information we use in preparing your tax returns in our highly secure database storage system. These documents are archived and available should they ever be needed.
We can share these digital documents with you through our secure portal. If you are refinancing your home and your banker asks for copies of your W-2s, we can send them to you in a matter of minutes.
We will always return the original documents to you in one of our portfolio pouches. Scanning and maintaining these documents is one way that we go a step beyond just preparing tax returns for our clients.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.