Tax Preparation

First and foremost, I am a tax professional. As an Enrolled Agent I prepare over 900 tax returns each year, and that number continues to grow. I primarily specialize in personal and small business tax returns. With the tax code becoming more convoluted and complex as the years go by, it can be easy to overlook deductions and credits that you are entitled to. Even with a computer software program, there truly is no substitute for professional assistance. Over the years, we have seen a increasing number of intelligent individuals who have made gross errors when preparing their own tax returns. I am here to provide an affordable option that can help ensure that you receive the largest refund the law will allow while giving you the peace of mind knowing that your taxes were prepared correctly.

Unlike many of the large tax firms, I will be here at the office throughout the year to assist you personally when you have questions regarding tax withholding, investment related events, work changes, and IRS letters. Also, this is not a CPA or attorney office. In other words, I don't have a meter on my phone. My tax clients will never see a bill from me for answering questions over the phone or corresponding through email.

Speaking of fees, I offer some of the most competitive pricing for tax preparation in the industry. Most people who come here from the larger firms end up paying one-half to one-third of what their fees were in the past. I will beat any price of any return prepared by a CPA. Simply bring in your old tax return along with a receipt.

While most of my clients prefer to meet in person, there are many who are busy throughout the week or who may live far from the office; to help people in these situations, I do accept tax information that is delivered via mail, fax, and email. There is no appointment requirement for me to complete your tax return. Additionally, I prepare tax returns for all states within the US. A large number of my clients live across the country whom I have not met face to face. You can also rest assured that I am the only individual in the office who will handle the return and view your personal information. I DO NOT hire outside help to assist in tax preparation. I am the only individual who will enter data into our tax software or make any tax calculations.

Tax Consultation

For my current clients, I also offer free tax consultations throughout the year. These include: tax planning, adjusting tax withholding, and answering general questions. There are many financial decisions throughout life that require careful thought and planning. Some of these items include: investment properties, tax shelters, gift giving, social security, business transactions, and inheritances. With the financial world becoming ever more complex as the years pass, great care should be taken when dealing with these issues. My clients have found that having access to professional knowledge is an invaluable resource. If you are not currently a client, I would still love to meet with you.

IRS Audits & Representation

Nobody wants to open their mailbox only to discover an IRS audit letter resting inside. With the way the IRS is relying more heavily on computers, these letters are becoming ever more common. It's in these situations that professional help can make all the difference in the end result. I work side by side with my clients to ensure that an optimal outcome is reached. Furthermore, I do not charge for audit assistance related to any tax return that I personally prepared.

Moreover, if the situation is more dire, I am qualified as an enrolled agent to represent your case before any level of the IRS. Rather than having to face a scrutinizing IRS agent alone, I will stand at your side to defend and negotiate your case where necessary. My primary goal will always be to ensure that my clients do not pay a dollar more than they are legally liable.