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Keep up to date on the latest tax and investment news and updates to our firm.

Sometimes taxpayers overlook the primary reason that they should seek the help of a professional tax preparer.  Certainly it is true that the knowledge of the tax laws and the ins and outs of tax software are important. It is also important that the tax preparer is intimately familiar with the IRS procedures and protocals.  It's equally of value that the pro preparer knows where to go to find the answers.

But most importantly most taxpayers don't prepare and file taxes for a living. So the reality is they don't know what they don't know.

A professional preparer with lots of experience, preparing untold numbers of tax returns for a variety of customers, gains valuable insights. Routinely, I find that I can find huge savings for customers or prevent audits because I have been down that road before and gained knowledge which I can use to prevent bad things from happening.

More good news, our initial consultation is complimentary. So give me a call and we can have a discussion to see if I can help you.  The other really good news for you is that we are more than competitive on our charges.  You see, unlike many of our competitors, we do more than a one trick pony.  We generate revenue from other services as well as tax prep, so we do not need to charge really high fees for tax prep. Call or email and we can set up a phone conversation.

Be sure and subscribe to the newsletter. Lots of great info that can save you money in there.

Thanks

 

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Client Update Newsletter: March 2024

Missing tax documents can mean missing the date you're hoping to get your tax refund. In this month’s newsletter, read about common tax items that if missing, could cause a delay in filing your return.

Also read through several ideas for building an emergency fund when money is scarce, ideas to consider when interest rates change, and the perils of too much social media.

Please enjoy the information and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.

Contents


Newsletter Archive

Please note: Some material may be time-sensitive and may no longer apply.
Please contact us with any questions.

March 2024
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