Sam Income Tax LLC, CPA
Excellent tax and accounting services to businesses and individuals
Frequently asked questions
What is your typical process for working with a new customer?
Very easy process starting with an interview at our offices in Edison. Our clients will be asked to answer a tax questionnaire to make sure we have all the information needed to prepare a complete an accurate tax return. Once all personal information gathered and the tax questionnaire is answered, a preliminary tax return will be prepared and the initial tax return will be reviewed with the client line by line. Once the client is satisfied with the initial preparations and all questions are answered, the final tax return will be ready within a week after it goes through regress review to make sure it's correct and in line with previous year’s tax return. Proceeding the week, the client will revisit to pick up their hard copy and sign the e file authorization form(s), there is also the option to perform this step electronically. Subsequently, the tax return will be electronically filed to the Fed & State taxing authorities. The client will receive a PDF copy of their tax return via a secured e mail which will include IRS e file acknowledgment.
What education and/or training do you have that relates to your work?
Bachelors in accounting and Certified Public Accoutnant in the state of NJ. Member AICPA and NJCPA, 20+ years experience.
How did you get started in this business?
Established from scratch and grew year after year mostly by word of mouth from satistfied clients.
What types of customers have you worked with?
Our accounting and tax services offered to the general public across all spectrums of society. We have proudly serviced: Small businesses throughout NJ & Individuals such as Professionals, Union workers, Teachers, Policemen, Firefighters
What advice would you give a customer looking to hire a company in your area of expertise?
Make sure you hire an experience licensed professional who opens year round and has a good reputation.
What questions should customers think through before talking to companies about their needs?
Do they have the knowledge , experiance & qualification to do the job right.