Major Changes for 2007, for both my office and Taxes
I Have Expanded My Services and I am Growing. Do Not Wait Until April to Make an Appointment. I may not be available by then.
Did you know that in our office we have the ability to do tax returns from 1913 through today? How many tax professionals can make that claim? Not many, that is for sure but we really can do all of the years 1913-2007. Not that we are going to, but at least we can. Just for cheap information, the farthest I have had to go back was 1994, and that was this year to bring a client into compliance. Several CPA firms wanted over $1000 to do that return. I charge him $115 because that is what it would have billed out to, if we had done his return, in my 2006 program. This is important to note, many firms will charge a premium, if they have to go back more than 1 or 2 years. Usually, they will double or triple the cost of a return.
Tax Changes for 2007 Audits are coming, Click here to see them.
I will be electronically filing all tax returns this year, hoping that most of you will be depositing refunds directly into your bank account. The reason is you will get your refund back even quicker than before and if you are moving during the tax season or move, the refund will be deposited into your account and not returned to the IRS or FTB.
In addition to Individual Income Tax Returns, We do Businesses, Partnerships, Corporations, and Non-Profit companies and handle a variety of other tax matters
Bookkeeping Services
One of my greatest attributes is the fact that I can seek out and find the very best. Not just good, but the very best. I have found a bookkeeper who is considered one of the finest in Southern California. I have pleaded, begged, graveled and crawled to obtain the bookkeeping service of Nancy McKenzie E.A. Her financial background is unparallel, her bookkeeping skills unequalled and she has the fantastic ability to explain what she is doing and why. I am so very grateful that she has agreed to associate with me and make her services available to my clients and others. If you are considering a corporation, partnership, non profit, or complex sole proprietorship and need bookkeeping services, she is the one for you.
Para Legal Services
I found Sharron Anderson, a 20 year income tax veteran who was also a Para Legal. Her former employer just assumed she would return, but she came to me and I offered her whatever it takes to get the best. She may be the catch of the day. I have a Para Legal and a Corporate Audit Specialist. Today my life is good.
Travel Services
Not only can we get you a huge refund, we can help you spend it. Ask about what we can do for you.
Jump Start Your Tax Return
Just shove your paper work under my office door. Leave a real phone number and I will call you after I have finished inputting the basic information. I will setup an appointment for you to come in and finalize your return. Most of the time this only takes a few minutes but I do have to talk to you and make sure we have reported all income and have taken all of the deductions allowed to us. Also, I need to spend a few minutes explaining what I have done and why I did it.
We all learn from prior experience and I certainly am no different. Many of my new clients where quite shocked at the amount of time and effort I provided to them. Most never had a income tax preparer actually spend time, not only explaining what they were doing and why, but also explaining how they could get tax advantage of our system (even if they did not itemize). Just spending a few extra minutes really does make a difference. I always remember, never to forget, that I work for you, not a company.