About
We are rewarded by helping people and their companies by solving problems, discovering opportunities, simplifying and providing security and safety. Peace of mind.
We love what we do. We are passionate about solving problems. We invest ourselves in our client relationships and gain satisfaction from guiding them through the ever changing tax and business environment. Our objective is to make a positive difference in our clients’ and our staff’s lives.
Reviews
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Frequently asked questions
What is your typical process for working with a new customer?
New client process:
- Review last 2 tax returns to determine a tax preparation fee (fixed fee) and see if anything jumps out at us that we might recommend amending a return.
- If we agree on the fee then we can move forward.
- Depending on what is going on in clients life, we may recommend quarterly or annual review. Most clients fall into the annual tax planning option and some don’t want anything but tax prep. All up to the client.
- During tax planning we provide client with options to minimize tax (if any), retirement plan opportunities, things they could improve if they are self-employed, and an estimate of where they will stand come tax day.
- If a client is self-employed, we can provide them options for income and expense tracking, consult regarding LLC, Corporate or S-Corp election and partnership options.
- In January we provide our clients with a tax organizer and document delivery due date. This helps us control workflow.
- Clients deliver their tax documents to us by due date. Delivery methods can be in person with quick meeting, drop off, mail in, or loading to our secure portal.
- We prepare return, return original documents and filing instructions to client.
- Process starts all over again for the next year.
- All meetings and work (except for tax return) are billed on either a fixed fee for monthly bookkeeping or per hour.
What education and/or training do you have that relates to your work?
We have Certified Public Accountants and Enrolled Agents on staff. Keeping up with tax law changes can be daunting to some but we love it.
How did you get started in this business?
To get started. Please contact us at 214-361-1131 or send us an email at [email protected].
What types of customers have you worked with?
Individuals, Partnerships, Corporations, Expatriates, Small Business Owerners, LLC, Start Up's, Investors, Consultant's, Executives anyone that wants to learn how to be more tax efficent and keep more money in thier pocket.