Choosing the RIGHT tax professional is a BIG decision and, sadly, a lot of people don't get it right the first time - this is why we ALWAYS provide a free review of your prior year return. We have gotten back as much as $15,000 for ONE individual for ONE tax year after amending their prior return to fix mistakes that their prior accountant had made.
Each and every client is given time and attention to ensure that every deduction and credit is taken into consideration. We are not looking to rush you out the door and move on to the next return.
If you have a small business that is reported on your individual income tax return (Schedule C), we will always request the following:
This information is to ensure that we have reported everything as accurately as possible, ensuring all appropriate deductions are taken and that you are minimizing your tax liability as much as possible. We also recognize that some small businesses may not have accounting software yet and track their income and expenses in another way - that's completely fine! If necessary, we will suggest ways to track income & expense that keeps your business financial records neatly organized year by year.
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