We will know you personally. At a large tax organization such as a seasonal tax company, you may not see the same person each year.

There are many benefits by having us prepare your tax return. When non-professionals do their own taxes, there is a possibility of human error with tax preparation because the tax code is very complex and changes often. A tax accountant professional can suggest valuable tax savings suggestions that a software program just can't anticipate, and the value of this advice can easily exceed the cost of using a tax accounting professional.

For example a tax accountant can provide you advice on tax-friendly ways to reduce taxes on your capital gains. Many taxpayers who have complicated business and investment matters may even want to figure out their taxes on their own but find that it is just not worth their time to do so.

We are available all year round to advise you with your tax planning. If there is a life changing event (such as buying a home, changing jobs, new baby, starting a new business, or wedding) we can help you understand how that will affect your taxes.

When prepared by a professional tax preparer, the tax return is more likely to be prepared accurately. It can give you peace of mind that your tax matters are being handled in a professional manner that complies with tax laws and requirements.

As a business owner, you can also be assured that we will help you address any tax planning challenges or compliance needs for your specific industry.

Preparing a tax return by yourself could take hours and you still may not have prepared it correctly. Having us prepare the return may take as little as an hour of your time. Keep in mind that a professional tax preparer who is familiar with the system can quickly and easily accomplish tasks that might take even skilled taxpayer’s hours of research. For busy non-tax professionals, your time can generally be better spent earning money in your area of expertise. Even if your tax situation is straightforward, hiring a professional will save you the time and stress of doing your taxes.

Preparing your own tax return can be stressful. We will make the experience more enjoyable by saving you time and providing you the assurance that the return is complete and accurate.

We are engaged in constant research and training to stay up to date with all tax laws and accounting requirements. We apply our knowledge to help you minimize your tax liability.

To become a CPA, candidates need to satisfy basic requirements outlined by their State Board of Accountancy. Each of the 55 states or jurisdictions has its own set of requirements for education, residency, and age.

There is also a requirement of continuing education of 40 hours of CPE per year. By comparison, a seasonal tax preparer does not have the same education and training as a year-round tax professional.

There are many ways we can work with you on your tax preparation for 2023. We can do everything electronically where we can send you a secure Dropbox link to upload your documents. You can drop off your tax information or we can schedule an in-person, phone or zoom consultation. As your professional tax preparer, we will have accessibility to your tax information and be able to provide it as needed to anyone you are working with to obtain personal or business loans or home financing. For example, if you want to buy a home and the mortgage bankers asks you for a copy of your tax return and W-2s, we can provide that information without you having to search for your return or other tax documents that may be required.