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Why hire a tax professional to prepare your individual income tax returns?

The Short Answer: To reduce your stress that comes with filing tax returns!

How can my Firm do that?

  1. We earn your trust. If you believe that we will proactively look for tax laws that reduce your taxes, and you know that we will stay current on tax law, you will have a peace of mind about your taxes. You are not left wondering if you missed something big. With taxes, your loss is usually because you miss something you don't know about because someone didn't tell you about the issue. You also want us to be proactive in avoiding notices and rejected returns. You also want someone to be there to represent you if you are selected for audit.

  2. We will help you to avoid surprises. Avoid large penalties. Avoid surprise balances due. Avoid notices and audits. .

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.

Today's tax laws are so complicated that filing a relatively simple return can be confusing for the average person. It is just too easy to overlook deductions and especially federal and state credits to which you are entitled. As an incentive to businesses and rental properties, the rules to deduct asset costs change often change annually. Even if you report modest income, you can save hundreds through such tax credits as the Retirement Savings Credit.

Here are some ways in which we can help make sure you pay the minimum tax possible:

  1. At all times, I proactively look out for tax laws that impact the cash you pay for current and future tax returns.

  2. I attend tax courses throughout the year to keep up with new laws.

  3. My Firm subscribes to numerous tax resources, including an online, real-time professional tax library service, Thomson Reuters RIA Checkpoint Software. This service offers not only tax law, but insightful explanations, observations and recommendations.

  4. We use high-end tax preparation software that provides diagnostics about possible deductions and tax credits. Also, the program also automatically tests alternatives. For example, the program automatically tests whether married people should file jointly or married filing separately. Sometimes you can save by filing separately (even if you are married.)

  5. I personally review and approve all income tax returns. This is important, as I know the clients I serve, and I frequently find additional tax savings.

  6. I have an active network of peers with whom I can tap into for direction on a tax matter.

Here's how we can help reduce the stress from filing your tax returns.

  • I will proactively look for possible ways to save taxes on the current or future returns.  For many clients, we recommend strategies to create eligibility for tax credits based on the level of your income, resulting in significant tax savings -- which means cash saved!
  • I will check your return to look for possible flags that could cause the IRS or your state(s) to look at your return more closely for possible audit.  The best way to handle a notice is to avoid one!
  • We are an authorized e-filer, so we can file your returns electronically in most instances.  That means you should get your refunds quicker.  I also receive confirmation that there are no math or omission errors before I file the returns.  
  • We can show you how to adjust your payroll withholding to avoid large balances, or to reduce excessive refunds.

Books a Mess? We can help you to clean up.

If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We can prepare your bookkeeping for the year, or we can show you how to get your records current.  We will then prepare your Schedule C or Schedule E, as well as your personal income tax return. Then we'll offer to help you set up an easy system that allows you to keep your books current next year.

If you'd like to receive more information about our Tax Preparation Service, please complete this form.

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