1) Being proactive when you need to get things done – we contact you, remind you, make sure that you have the necessary guidance to provide us with the documents and records we need to prepare your individual or business tax returns.
2) Preparing your returns as if they will be audited. You will know where each number on the return came from. We put all the documents together and have them available in PDF format and in hard copy. So, if you ever get the letter from the IRS questioning the returns we prepared, you are ready! All you have to do is to pull up the PDF file with the documents on your computer, print out what’s necessary to explain the numbers they are questioning on the return, and send it off to the IRS.
We also review your books and records and fix any mistakes we find, so not only your taxes are in order, your bookkeeping is cleaned-up as well.
And when it comes to tax planning, we, once again, take a proactive approach. We consistently identify key tax planning opportunities that can minimize both your current and future tax liabilities and help you put these plans in action throughout the year. We stay current on changing tax laws and legislation so you don’t have to. In fact, our engagements are specifically structured around providing the flexibility to meet with you regularly so we can stay on top of your evolving businesses. We always want our advice to be proactive and on-point.