We represent taxpayers if they are audited. We provide tax planning and assist with tax problems. We pride ourselves on being very efficient, affordable, and of course, extremely discrete.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Have you ever received a tax document that has bold print that reads "CONSULT YOUR TAX ADVISOR"? Bring it to us!
The reason for those disclaimers is because of the potential liability associated with providing tax advice. Providing tax advice is what we do.
But please remember that when you are with your agent working on the current tax returns, if you have tax questions about the future, try to hold those until the end of the interview.
Once your agent has gathered all of your information and keyed it into our computer system, the agent will have an updated snapshot picture of your tax and financial situation on the computer screens and will be better equipped to answer questions about the future.
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.