Individuals and E-file:

The IRS is strongly advocating E-file because it reduces the amount of errors normally encountered with paper filed returns.  We do not offer “Refund Anticipation Loans” (RALS) of any kind.  We simply do not believe in giving your hard earned dollars to a bank charging exorbitant interest rates on money that is already rightfully yours.  We encourage E-file with direct deposit as the fastest and most efficient method to file if you are due a refund.

Other Services:

• Year round tax planning strategies. 
  
• We do NOT close our doors on April 15th.

Consultation services including:

Setting up your budget – We can help you get started with the software of your choice, or if you prefer pen and paper, we will assist you with that also.  The key is to get that budget set up.  Just like any business, an individual needs to track all money coming and going. 

Financial services include:

“Free Financial Check-ups” to see where you are, where you were, and where you want to be.   Please call for details.  Many financial experts call this the best call you will make for the rest of your life.

Business Services Include:

• Bookkeeping
• Payroll
• Consultation on any business matter
• Creating Business plans and forecasting for bank loans
• Financial Statement Preparation
• Property tax compliance
• Sales tax compliance and sales tax return preparation
• Payroll tax returns
• Individual tax preparation -  (Sole proprietorships)
• Partnership returns
• Corporation returns
• Non-profit returns

FIRST TIME CLIENTS:

The fee is based on what YOU, THE TAXPAYER believes is an appropriate fee. 

If you can’t afford to pay a fee, then you do not have pay a fee. 

The quality of service remains the same no matter what amount you choose, if any. We provide the same services to clients who pay a fee or do not pay a fee such as:

 •IRS/FTB/EDD/BOE inquiry letters and correspondence
 •and even audit representation

We have the experience to know what triggers inquiry letters and audits.  We prepare your return having that in mind, thus, the likelihood of an audit and/or receiving inquiry letters is substantially reduced. 

Is there a catch?  Absolutely not.  We do not require any proof that you meet a certain guideline, income level, or any other policy such as requiring referrals.  We believe if you choose to refer our services to somebody else, you most likely will.

Remember we want you to file your return timely.  Too many taxpayers do not file because they either are unable to complete  their own tax returns, or cannot afford to have somebody else prepare their returns.   

Reviewing your prior year tax returns is always free, regardless of your choice to pay a fee or not pay a fee for this year’s tax return preparation.

RETURNING CLIENTS: 

The same policy applies when you initially came to us.  We realize that taxpayers’ situations are constantly changing.  Even if you chose to pay a fee last year, you still have the choice to pay a fee or not pay a fee this year.  We also thank you for the referrals you sent us even though we did not require you to do so.