About
We Specialize in Small Business Tax Preparation
As professionals with 20 plus years of experience, we often inherit messy tax and accounting issues. We review problem areas on business taxes that may have been previously overlooked. In these situations, we will advise you on the best course of action and the risks involved. Most problems involve the balance sheet and specifically equity accounts, which are rarely important until it is time to sell, or get a loan. You have a substantial investment in your business; let us make sure your books and tax returns reflect the same pride you have in your business.
We offer a lot more than just a tax return; we offer ongoing services as well as mid-year check-ups.
I enjoy solving problems.
Highlights
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Nadia C.
Frequently asked questions
What is your typical process for working with a new customer?
1. How We Work
We accept your scanned or forwarded documents sent electronically for us to store in a historical file. This ensures a comprehensive tax return and an economic tax preparation fee. We accept fax transmissions and we scan them to a secure electronic file for safekeeping. You will receive an email and a text alert letting you know we've received it. Communication is key!
2. Gather Your Tax Documents
We provide a quick checklist of the items we will need to complete your business and individual tax returns We cannot emphasize enough that reviewing these checklists will ensure accuracy and completeness.
3. Contact Information
We update your contact information. Even if you are a returning client, we confirm your phone numbers and email addresses. Also, the IRS and several states are requiring that a government issued ID be electronically submitted with your tax returns to curb identify theft. We cannot file without it (sorry).
4. Tax Organizers
We have developed tax organizers to prompt you and to provide us with critical information for the completion of your tax returns. Our tax organizers are specialied and specifically designed to be a) efficient and b) educational as we take you through the various tax matters that affect you.
5. Client Engagement Letter
The IRS and our Professional Liability Insurance provider are getting more stringent on Client Engagement Letters. We have created an easy online review and acceptance form
6. Send Us Your Tax Stuff
This is the best part. You can scan and upload to the client portal, fax, mail or take a road trip.
7. Tax Return Review and Filing
You will receive an email and a text message alerting you that your tax returns are ready for your review.