My Philosophy
Anyone can jot down numbers on a form or type them
into a computer, but not everyone takes the extra time to check that
those numbers are correct, to avoid future tax problems and
potential penalties. I believe you cannot prepare a tax
return properly unless you know two things:
- The Taxpayer, and their business or investments
I like to take the time to meet my
clients and get to know them. I look at the
information they bring to my office and we talk. If
a number doesn't seem right, I ask for more details to make sure
everything is correct and we have taken advantage of all
possible deductions and tax benefits. I want to prepare the return
right the first time.
- The Tax Code
I study the information daily for current law changes,
Internal Revenue Notices, new Court cases. In addition, I attend and teach
continuing education classes on a regular basis.
I'm here to advise you year round, to help you structure your
investment and business transactions for the best tax impact.
Unlike part time preparers I'm always just a phone call or an
email away when you have a question on a tax issue.
Unfortunately, once a transaction is completed or your tax year
ends, it is often too late to prevent undesired tax consequences.