PROFESSIONAL TAX SERVICES

 

If you are looking for a high level of tax service, you have come to the right place. Our mission is make the whole process of income tax return preparation as easy as possible. Taxes are complicated. We want you to have the confidence your return was done correctly, that you are paying the least amount of tax possible, and that you understand your return. We offer more choice in the level of tax service we provide so that you only pay for the level of service you want.

All returns receive the same level of attention to detail no matter which service level you choose. We electronically file all returns. If you choose, your refund can be directly deposited into your checking or savings account.

Bronze Level

 If your return is not complicated (you do not have enough deductions to itemize), this level may fit you best. No appointment is necessary to prepare your return or to pick it up upon completion. Prices start at $200.

Silver Level

If you normally itemize your deductions, this level may fit you best.

  • You will meet with a CPA to discuss your tax situation and review your documents. This interview process is to ensure you are taking advantage of every deduction and credit available to you.
  • We will review and explain your tax return when it is completed.
  • One page, easy to understand summary of your return.
  • Tax saving recommendations for the future.
  • Prices start at $300.

Gold Level

If you are a high income wage earner, are self-employed, own rental property, or your income fluctuates from year to year, this level may fit you best.

  • You will meet with a CPA to discuss your tax situation and review your documents. This interview process is to ensure you are taking advantage of every deduction and credit available to you.
  • We will review and explain your tax return when it is completed.
  • One page, easy to understand summary of your return.
  • Tax saving recommendations for the future.
  • Projection of your 2017 tax situation.
  • Estimated tax payment reminders.
  • Analysis of your savings, investments, and life insurance from a tax standpoint.
  • Unlimited access throughout the year to ask any tax or financial related questions.
  • Notification of any tax law changes that may affect you that we become aware of during the year.
  • Power of attorney authorization with the IRS and state department of revenue so we can resolve any notices you receive about your 2016 tax return without any additional charge to you. (Not including audits.)

 

If you are a returning client, use this calendar to make your own appointment:

We  are accepting a limited number of new clients. Please call us to discuss your tax situation: 608-786-3101.