
Scifo Financial Services, Inc.
About
Longevity. We have been preparing taxes since 1971.
Meeting new people and assisting them in preparing tax returns as well as helping them to save tax dollars
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Frequently asked questions
What is your typical process for working with a new customer?
We will review the prior year tax return for accuracy and to insure there are no major changes which the taxpayer can not explain. All returns are prepared the same time as the customer is in the office. We are open all year round and we are available for consultation without additional fees.
What education and/or training do you have that relates to your work?
Each year we attend continuing education credits of twenty hours. I have been preparing taxes since 1991.
Do you have a standard pricing system for your services? If so, please share the details here.
Our pricing varies based on the forms generated. A simple
return with a W-2 is $50.
How did you get started in this business?
MY father inlaw John Scifo started the business in N.Y. and I joined the business here in Florida in 1994 when he retired.
What types of customers have you worked with?
We prepare various returns from individual to corporate returns. We also file for all states.
Describe a recent event you are fond of.
There is no one event that comes to mind but being willing to listen to your clients and understanding their current tax situation and what their future concerns are and or might become.
What advice would you give a customer looking to hire a pro in your area of expertise?
All tax preparers have a fiduciary responsibility to the IRS but also have the taxpayers best interest at heart. Knowledge, education and years of experiense in the ever changing tax laws.
What questions should customers think through before talking to pros about their needs?
Each client has different needs and goals, if a client thinks he or she is going to sell stock they should contact their preparer first to verify the ramifications of the sale; and what other options they have to mitigate the tax implications.