OUR SERVICES
Individual Tax Return Preparation
Our entire team is dedicated to accurate and optimized individual tax return preparation. We recognize many taxpayers could prepare their own tax return. We believe the value in our tax preparation is not a completed return, but rather the process itself. Our process is intentionally different than any other CPA firm we know. Our process is designed to elevate timely responses and timely return delivery. Further, our process highlights customer understanding by providing co-review, if wanted, and answering all questions regardless of service level.
Tax Planning
Although not required, tax planning (at least annually) is critical to effective management of taxes. Our standard onboarding and document collection process includes a questionnaire. Our best work comes when customers thoroughly complete this to highlight significant past, present, and future events. We utilize the completed questionnaire to optimize current year tax preparation, as well as for future tax planning discussions.
Tax planning is included in our complete service package or is offered on a project basis (we don't track hours, so cannot bill hourly).
IRS Notices & Audits
We understand that IRS notices and audits make taxpayers apprehensive (even when you know you did nothing wrong). Pattern recognition (AI) has increased the number of IRS audits. Our Certified professional's knowledge of the tax code, intentionally designed preparation and review process, and extensive IRS audit experience makes us an ideal partner when responding to the IRS.
Living our Core Values makes for succinct communication and expedient IRS audit and notice resolution.
Life Event Planning
We are not just another tax preparer. The people and families we serve are important to us. Our business purpose is to be part of the guidance team that your family trusts when big decisions are made. Our best customers notify us, early, when life happens. We frequently consult families when they aren't sure who to call. Examples include: kids going to college, aging parents, stock option planning, employment windfalls, and retirement planning.
Your well-being is important to us and we take great pride in assisting customers in their greatest time of need.