return preparation
The Ax-s-tax process of filing returns
First, we aren't like everyone else. Our trained professionals look at your circumstances and your numbers differently than anyone else in the industry. Why? Audit training and for some, experience. We don't just follow IRS interpretations for items on your returns. We actually think about how something will look when it gets there. Does that mean we do things that are illegal. No, never!
But, what we promise is that we won't take deductions or report income that we cannot defend if
by the slim chance you actually get audited for that year.
EXAMPLE:
More and more these days, people have a business in their home. Realtors are great examples of that. If your business is in your home, any time you go somewhere with a business purpose, like meeting clients or going to networking meetings, that's a business purpose. You should track your mileage "Portal to Portal". From the time you leave your home to the time you return (no side trips out of the way for personal stuff). And that is a legitimate business expense. That even applies if you do rent a desk in a Broker's office. It's the Broker's office, not yours.
Most preparers won't tell you that and if you are using consumer software to prepare your own returns, even if you think they're simple, you are paying too much in taxes. A simple return has nothing but W-2 income on it. Anything else and you're complicating your return because there are rules you do not know about. The short answer is, the software asks you questions you don't know how to answer. When you answer wrong, it creates a donation to the US government -- your money in its pocket.
faqs
how much do you charge
We charge by the complexity of your return. Our basic fee is $750. Sounds like a lot, huh? It is but here's what you get.
1. You get your return prepared by people looking for ways for you to keep more of your own money. We don't just put numbers in the software and see where it gives us. We ask a lot of questions even after you completed our questionnaire.
2. You get last years return reviewed for errors or things you might have left out.
3. We put your return into our planning software to see if there are ways to get you extreme savings. If not, you may still receive a more precise report.
How do we get started
1. Easy, fill out the contact sheet below and make an appointment with one of our professionals.
2. Bring last year's return and everything that went into that return with you.
3. If you have a business, we'll need a P&L and Balance Sheet (with previous year comparison) and the same reports for the current year to date.
4. This is not just us interviewing you. You should be interviewing us as well. See, nearly all of our clients are friends of ours. Most didn't start out that way but we do our best to make a safe, non-judgemental environment. In other words, we want you to feel at home.
Do you have a guarantee?
No, we have three!
1. We guarantee the best outcome for your return in this business. How? Easy read why we charge what we do. Nobody does that.
2. We purposefully look for ways to lessen the amount you pay the government. They don't need your money.
3. We treat you like family. Rick's grandparents.
We will tell you the truth no matter what.
Let's Work Together!
Click the button to go to our questionnaire