Home of the $49 Individual Tax Return. We haven't changed that tagline or price in the 30 years we have been serving America's greatest people!
We do everything the Big Guys do except at a Fraction of the Cost!
In-person, by snail 🐌 mail, but greatest benefits of the computer, email, scanning, and uploads/downloads we have more flexibility in getting your information quickly.
The people. You meet all kinds of people with all kinds of situations and it is your job to make those situations tolerable. Sometimes that is easy, sometimes not so easy.
I concentrate on being able to explain how I got to the answers I find, make suggestions, or changes for the next year and help clients understand the whole process.
The IRS isn't the BIG BAD Wolf of the 1920s and 30s with debtor's prisons and such, but people still fear them. They should not fear them, they should work with a tax professional and resolve issues easily and amazingly reasonably. That is a rewarding challenge to achieve with clients, getting them to resolve back taxes. I enjoy that part of my job, as well that resolution.
It is like sitting down and getting to know a person. You have to gain their trust. You are basically asking very personal questions about their financial situation.
Second part is going over the paperwork they have brought thoroughly to make sure I have what I need to do the job. Create a folder for them, list any missing documents, & give the client a copy of the list.
Finally, after all is done I make sure the client understands the process. That helps build that trust. A new client becomes a lifetime friend, as most of my clients are today!
We go through yearly update classes as well as this year we will be reading the new Tax Code and working with the IRS to make sure we are ready for the changes that may effect our clients. We will make sure we can educate our clients about these new changes starting in August with our FREE seminars.
Our training never ends. Every year things change. Tuition and Fees deduction on page one of 1040 & 1040A has still not been approved for use this year. I not caught, preparers will send in returns with that error. We have to be prepared at all times. Changes come out daily, weekly, monthly, etc.
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