What hours are you available?
We are available during normal business hours, which are 7:30 to 4:00, Monday through Friday. We would be happy to make special arrangements for evening or weekend consultations.
What role do you play if the IRS audits me?
We will support you by utilizing the services of our most technical personnel. Your rights as a taxpayer will be protected at all times. We have been very successful is representing clients before the Internal Revenue Service where the client records are accurate and substantive.
How much and what kind of preparation do you need for my return?
We will send out our Tax Organizer to you in early January. When available, we will provide a link for you to fill out your organizer on line. While you are not required to fill out your organizer in detail, we hope you will use it as a tool to help you organize your tax materials. We will accept materials in almost every imaginable form. Two thoughts to keep in mind, (1) there is no such thing as sending us too much information and (2) get your materials to us as early as possible. Even if you need to send us other information later, i.e. K-1s, if we have the majority of your information we can begin the preparation process.