Because it’s costing you money and you don’t even realize it! The Internal Revenue Code continues to become more complicated each year and a good accountant will pay for himself in the form of accurate tax filings, properly claimed deductions and credits, and maintaining compliance with state, local, and payroll requirements. You could end up paying more in taxes by not claiming all of the deductions and credits you’re entitled to. You may also pay interest and penalties for improperly filing your income tax returns.

Ask yourself this: How much is it worth knowing you’ve taken steps to ensure you’re prepared if the IRS comes calling? Working with a CPA keeps your records in order and gives you someone who is familiar with your situation to go to bat for you if you’re ever audited by the IRS.

Because even the best surgeons don’t operate on themselves! Just because you know what you’re doing, or think you know what you’re doing, getting an outside perspective is invaluable.

A few key situations stand out as most deserving of hiring a CPA: you’re self-employed, you have rental properties, or you’ve had a major life change (such as a marriage, a move to a different state, or you bought a house). Reach out if any of these applies to you!

Yes! For many reasons, this is the best option. Electronic filing is your quickest way to see your refund hit the bank. This method also eliminates the risk of your return getting lost in the mail or stuck in a pile in an IRS center. Electronic tax payments are also available as a secure, convenient option.

Simply put: tax avoidance puts you ahead financially while tax evasion puts you in jail. It’s the difference between keeping your greenbacks and being given a new orange outfit.

Tax avoidance is the legal use of the tax code to minimize your tax liability. Active tax planning with your tax advisor is instrumental to ensuring you take advantage of appropriate methods available to reduce your tax liability. Do this, as much and as often as you legally can.

Tax evasion is an illegal failure to pay your taxes, or intentional underreporting of taxable income, with the goal not only of minimizing your tax liability, but also of defrauding the government. Don’t do this. Seriously.

Yes! I quit the day job and now I have the privilege and pleasure of serving clients like you year-round. I’m passionate about what I do and I’m excited to think and talk tax well beyond mid-April!

Let’s be honest. I don’t appreciate those fly-by-night or big-box tax preparation services that send your return off and then turn out the lights. I operate under the assumption that you don’t either. While I am available to meet by appointment only, I always try respond to emails within 48 hours so you don’t feel like you’re on your own if you receive a notice or have a question.

That depends. Do you want an autopsy or a physical? If you come to me in March with no prior discussion about what has happened during the previous tax year, you’re getting an autopsy. There isn’t much I can do to alter or improve your tax situation since most decisions needed to be made by December 31. Timely tax planning serves the same purpose as an annual physical with a PCP. We can diagnose or course-correct while there’s still time, both to fix problem areas and to implement tax-advantageous steps. Your best course of action will always be to take proactive steps. Even if there’s a cost associated with tax planning, it’s likely to be better than what happens when you don’t plan.

I have communicated extensively with the IRS, by phone, letter, and fax. I have also represented clients using the Taxpayer Advocacy Service to assist them with resolving outstanding tax matters such as delayed refunds to successfully navigate and conclude protracted issues that are held up with the IRS. As a CPA, I have access to the Practitioner Priority Service, which is limited to tax practitioners representing their clients and gives me quicker access to an agent so I can resolve matters timely.

That said, it has become exponentially more difficult to get a hold of an IRS agent from early 2020 to the present. The IRS has reported receiving as many as 1,500 calls per second (yes, per *second*) on its busiest days, significantly more than their historical average. I have called at 8:05 AM and received automated messages to call back the next day! It remains unclear when this situation will be resolved, but I am certainly available to pursue resolution of any tax-related matters that require IRS involvement.

I work 100% remotely and have implemented a paperless work environment. I utilize a secure portal so you can easily submit documentation to me without leaving the comfort of your own home. Due to record retention requirements, I am obligated to maintain copies of the documentation upon which I rely to prepare your tax returns. Thus, if you engage me to perform your tax work and request that I rely on paper documents, a separate charge will be added to your final invoice to account for the additional work associated with scanning and handling your documents.

As a CPA, I am permitted to represent you before the IRS in an audit. I will always gladly review any tax notice that you receive. If I made a mistake, I will work to make it right. Depending on the Service package you select, there may be a separate investment required for me to properly resolve this. If in-person meetings with an IRS agent should be needed, that would be a separate engagement delimited by its own engagement letter.

Based on my experience preparing hundreds of tax returns, from simple to complex, I will quote an estimated price based on our discussions and per review of your prior year tax returns. I have found that the majority of returns have at least one surprise that arises during the preparation stage and I account for this in my estimate. Note that if your tax filing is going to be more expensive than originally quoted, I will address this as we go along so it will not come as a surprise on the back end.