Prior Tax Years' Consultation

Consulting with our valued new referrals on their prior years' tax returns is another important Personal Financial Service that our firm provides.

We have over 3 decades of experience in this field. In addition to our experience, we use tax software that is considered to be some of the best tax software in the industry, and we process all tax information that we receive from our clients with our proven and copywrited financial systems.

We take the maximum care in these tasks based on the nature and complexity of each engagement.

The critical components for a successful resolution to any engagement with state and federal tax authorities are:

1. To obtain all of the pertinent financial and non-financial information directly from the taxing authorities. This will eliminate any possibility of producing inaccurate tax returns.
2. To keep the representatives of the tax authority (IRS, state, local...) continually informed, thereby eliminating any animosity or potential for misunderstanding.
3. To maintain a balanced relationship with the tax authority, in which respect for both parties is the key to settle and complete prior years' delinquent tax returns.
4. To thoroughly plan for any audits, in the event they should occur, based on the client's books, filing systems, relevant financial documents, and the quality of the previous preparer's work.

We have a proven track record of representing clients in their audits with the IRS and state unemployment agencies, with successful and gratifying conclusions.