The Dustmann Group
About
At the beginning of our relationship, we will meet with you and review your tax past returns to make sure everything is correct and that your returns were handled properly. We will then review your current tax situation and develop a tax strategy that best meets your needs and goals. Lastly we will conveniently prepare your taxes and file your tax forms.
Nobody enjoys doing taxes but since they have to be done, get them done right. we are tax professionals available year round for our clients. Contact us directly for more information.
For those clients that just wish to have their taxes handled by a professional:
- We offer year round tax assistance, your professional is available year round for tax and financial advice.
- We handle tax preparation for small businesses, partnerships, corporations, trusts, estates and of course individuals.
- Free in home pickup is available within certain areas.
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Frequently asked questions
What is your typical process for working with a new customer?
At the beginning of our relationship, we will meet with you and review your tax past returns to make sure everything is correct and that your returns were handled properly. We will then review your current tax situation and develop a tax strategy that best meets your needs and goals. Lastly we will conveniently prepare your taxes and file your tax forms.
What education and/or training do you have that relates to your work?
I am licensed by the US Treasury as a tax professional, am a Certified Divorce Financial Analyst and have been an investment professional licensed with FINRA for 30+ years.
Do you have a standard pricing system for your services? If so, please share the details here.
I charge by the hour or by the job. You will be given a firm price once I have determined the scope of the work to be done.
How did you get started in this business?
Starting in college I had an idea of my career projection. I incorporate all aspects of the client's financial picture to meet their needs. It's best if a taxes and investments can be coordinated together for a better long term result.
What types of customers have you worked with?
I have customers in multiple states and countries. Their tax situations range from a basic return to complicated estates and small businesses. Long term, the best relationship is one of mutual respect.
Describe a recent event you are fond of.
A new prospective client called me one day and wanted to meet about getting her caught up on her tax bill. She'd been suffering some help issues and wanted to eliminate all the stress in her life and job #1 was getting caught up on her taxes. We did 5 years of tax returns and she owed a very significant sum of money. From there we completed an "Offer in Compromise" with the IRS where they accepted our offer for 90% reduction on her tax bill. She was so happy when it was all completed - truly a satifying moment for both of us. That's not something which happens very often but when it does, it's memorable.
What advice would you give a customer looking to hire a pro in your area of expertise?
The best professional for you is one who respects you as much as you respect them.
What questions should customers think through before talking to pros about their needs?
How long have you been doing this? Will you be doing the work or will an assistant? How long will it take you to get the job done? If a problem is uncovered, can you help me with that?