We can help you stay caught up with your individual taxes with the Federal Government, and/or State. This helps you to avoid penalties, be ready for applying for loans, and help put your mind at ease.
Our CPA tax specialist will review your return to double check for any potential errors or missed tax deductions. On top of that, they will have Tax Power of Attorney to be able to receive notices from the IRS and respond on your behalf. We know how stressful it can be speaking to them, so we will do it for you.
Our client portal makes collecting your documents and necessary information easy. Our tax organizer only asks questions that are relevant to you, which makes them a cinch. After the first year, you will only need to provide updates of what has changed.
Sometimes surprises are nice, but not when it comes to your taxes. We will help you estimate your taxes for the year and are available to help you plan ahead to lower your taxes while remaining in compliance.
Our careful and deliberate methods separate us from many tax preparers. This reduces the chance that if your taxes are randomly audited that anything would be disallowed.
Simply put, no. Also, watch out for any tax preparers that do make that guarantee. Usually, the reason they make that guarantee is because they will add fraudulent transactions.
We offer what any quality tax firm offers, which is to minimize your tax burden using the tax law to keep you in compliance and reduce the risk of penalties.
We can absolutely help with that! There is, however, an additional deposit when filing more than one year at the same time.
Typically, no, we cannot complete a tax return in such a short time frame.
The timeline for completing a tax return can vary based on complexity and depends heavily on when we receive all the necessary documents and tax organizer questions.
We aim to have your return ready for your review within 30-45 days at our busiest time, and as quickly as 10-15 days during the off-season. This can be accelerated for a rush fee, but is still dependent on when we receive all the information.
While many companies advertise 100% AI tax preparation, AI has a long way to go before it can completely replace an experienced tax preparer. AI can either be too rigid, not allowing some deductions or tax credits because it doesn’t fit their specific criteria, or adding items that make no sense and will likely end up being audited.
We use AI for limited applications, such as auto-naming new files, and to quickly and efficiently locate tax research sources. We prefer robotic automations over AI for tax preparation for its reliability and predictability.
We do not outsource to any countries outside the USA. This is to protect your data, ensure quality, and provide a better client experience.
As much as we would love to do that, there are certain functions that are best left to those who are more specialized in it. We sometimes outsource tax preparation overflow to seasonal preparers, and certain tax credit calculations to those who have a stronger background in that industry.
For example, Research & Development Tax Credits benefit greatly from having someone with a strong engineering background involved in the process.
So, let's be happy together
