TAX PREPARATION & PLANNING
One of our most popular Personal Financial Services is our tax preparation and planning service, which offers several key benefits:
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Effective, Precise Communications
i. We provide a TAX ORGANIZER for all clients before you start assembling your information for the tax year.
This tax organizer tool offers a variety of benefits:
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Reduces the amount of time you spend assembling your tax information
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Provides a follow-up tool for tax documents still pending
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Allows you to compare information from this year’s tax return to prior years' tax return information.
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Numerous additional benefits too lengthy to list that we are eager to discuss with you
First-Year clients: Before we provide you with your tax organizer, we will enter your prior year's tax information so you can enjoy the full benefits from using this tax organizer.
Existing clients: we provide copies of your previous years' tax returns at NO CHARGE
Finally, if you prefer other methods to assemble your tax information, that's fine. Our highly-trained staff will be very helpful and accommodating with any methods you choose.
ii. Choose from a variety of options to provide us with your tax information (in person, e-mail, fax, courier...)
iii. We review first-year clients' completed tax returns from previous years at NO COST
iv. We will identify and communicate in writing any potential tax savings opportunities, before the tax return is finalized.
v. All telephone calls are returned within 24 hours.
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Guaranteed Completion Dates (to accommodate your personal plans and expectations)
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Convenience of Electronic Filing & Extension Filing at NO CHARGE
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International and Domestic Services offered (covering those working in foreign countries and most areas of the United States)
