Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My practice is not a tax return mill that pumps out thousands of tax returns at rock bottom prices, but a boutique that offers quality over quantity. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs. I know that even though you may only have a few pages in your tax return, this doesn’t mean it is not complicated or turn into a complicated issue. The tax code is ever changing and what might be complicated one year, may not be so complicated the next year.

IRS Account Monitoring

For a fixed yearly fee, we can monitor your account at the IRS. Any changes to your account like liens, audit selection, payroll tax deposits, collection activity and we will know about it before the letters leave the IRS building. This also helps with tax fraud as well.  Ask me for more details.

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Tax Preparation & Planning

We will prepare all of your tax returns to assure that you are paying no more tax than is necessary. We will recommend tax-saving strategies and serve as your advocate in tax matters. Whether you are an individual, or a small business with complicated affairs or relatively simple ones, you will receive the attention you need – when you need it. Some of my focus areas are GLBT, tradesmen, sole-proprietors, S-Corps., partnerships and individual taxation.

If you are a small business, how would you like to be able to drop off your tax forms at the end of the year and go through a painless tax preparation process?? Ask us how. We always try “to take the pain out from a taxing experience”

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Tax Problem Resolution

Haven’t filed in a few years? We can help you. Offer In Compromise, payment plan, notices and audits are all issues that I can help you with as well.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Tax Packages

For a fixed fee we have an Audit maintenance plan that covers any correspondence you receive from the IRS or state taxing authorities as well as if you are selected for an audit. This covers our hourly rates to handle any inquiries, notices and audits. Ask me for more details.

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Pricing and Service Policies

This may be tedious and/or boring to read, but it important to us for transparency: yup, that word our government will never comprehend!!

Pricing Policy:

Here are some of our policies:

  • Tax returns are not E-Filed without full payment.
  • Tax consultations and first time visits, even if we can’t help you, still take our time and therefore must be billed at our hourly rate of $200.00. Payment is due at time of service.
  • If your decide to return after your first time consult, we will credit your next invoice the cost of your initial visit.(the initial consult is now becomes free)
  • Telephone and email consults you initiate, if extensive, may be included in our billing. If we call you for additional information, there is usually no charge unless a lot of time is spent trying to obtain previously requested information.
  • Representation to taxing authorities is not included in your tax prep fee, unless you purchase the Diamond plan. Rates are $250/hr without the Diamond package
  • I stand behind my work and in the case of an error on my part, shall reimburse a client for the additional penalties and interest that directly relate to the omission of income on the tax return. Any tax liability due to an omission of income is not reimbursable as this amount is the client’s original responsibility.  Any claim for reimbursement is expected to be made known to me as soon as the client learns of any problem so that I may take corrective action immediately.
  • Generally – but especially with business returns – we expect materials you provide to us will be in “ready to use” form. If significant time is required to derive necessary figures from the source documents (for example, if we are required to sort, categorize and add up large numbers of receipts), charges above the tax return package prices will be added at our hourly rate.

All invoices are due and payable when you receive them. Checks, cash, AMEX, MC, VISA, Discover and PayPal are accepted.  All final tax preparation fees are due in full when the final tax return is ready for E-Filing.

If you drop off your organizer and supporting information between April 1st – 15th, or October 1st-15th you will be put on extension. If you have not purchased a plan and want an extension we will increase your tax bill by $75.00.This policy does not include any missing information we have informed you about to complete your return.

If you are interested or have questions on a particular tax package, please feel free to ask me.

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Call today to schedule an appointment!