We offer all tax services at highly competetive pricing. We can prepare all income tax forms and assist in audit defense, business structuring, and tax collections. Our team includes two tax attorneys and two enrolled agents. Additionally, we can assist in bookkeeping and payroll services.
We love to help solve problems for clients and help clients obtain a sure footing on tax and financial aspects of their lives and small businesses. We can help with almost any tax or financial issue that you face, and we enjoy doing it.
I didn’t enjoy working with them
Typically, we interview new clients and prospective clients before we formally engage in any services. We make sure that we understand the concerns. Then, we will sumarize what we need to do to assist the clients in meeting their goals or helping resolve their tax concerns. Next, we will give a quote for performing the services and identify what we need from the clients to complete the tasks accurately. Upon verifying that both we and the clients are on the same page, we get to work.
In our office, there are two attorneys admitted to the United States Tax Court. Additionally, there are two enrolled agents. We additionally work with several business clients to administer payroll and bookkeeping. Cumulative, the team has over 80 years of tax experience.
Pricing depends on the type of service rendered.
For income tax preparation, we charge on a per form basis, so complex tax returns that require more forms cost more than easier tax returns that have fewer forms.
Audit Defense and Corporate Tax Structuring is usually charged on an hourly basis.
Bookkeeping fees are eitherly billed hourly or on a per month contract basis.
After an free interview and initial consultation, we will give a firm quote.
All of our team members come from different backgrounds, but we all had several years of experience in tax and finance before joining the team.
We work with many kinds of clients. Most of our clients are individuals many of whom are investors and business owners. We also work with trusts, estates and nonprofits. Many of our clients are small business enterprises, too.
Regularly, we have enjoyable interactions with clients; indeed, many of our clients have become our friends. Just recently, we planned and hosted an open house for our existing clients to see our new office space. Hundreds of people were able to stop in and see our new office and receive special gifts that we made for the event.
Regardless of whether you decide to hire our firm or another, be sure that you are confident that the professional you choose understands your needs and concerns. Often times, tax issues cause anxiety; working with someone you trust helps alleviate the anxiety.
Specific questions are hard to identify; business owners in their thirties have very different needs than retirees in their seventies. Generally, though, all people should take the time to make a list of any specific questions and concerns that they want ask the professional. That is the best way to make sure that all your concerns will be addressed.