Experience
We have been preparing personal income tax returns of varying complexity since 1990. Today we prepare approximately 200 returns annually. Many of our clients have a single W-2, deductions for their home mortgage, and savings account interest. Other returns may include multiple rental properties, a small business, a property sale, tax deferred exchanges, or employee business expenses.

Reasonable Fees
Our tax preparation services are billed at an hourly rate. Our hourly rate is $120. An average return is approximately $200, with two-thirds of our clients paying less than this average. It has been our experience that our fees are less than the national tax preparation companies and similar to the fees charged by most of the small local CPA firms. Providing you with a good value for your dollar is a key component of our philosophy.

Timely Completion and Refunds
It is our goal to complete your tax return within seven days. This target can change slightly towards April 15 or in early March when business returns are due, but we pride ourselves on timely preparation. To provide faster refunds and documented IRS acceptance of their return, the majority of our clients use electronic filing.

Accurate Preparation
The information you provide will be thoroughly reviewed for completeness. Your tax return will be checked and rechecked for clerical accuracy and compliance with current tax law. Our investment in computer software is not only a valuable efficiency tool, but also helps us minimize your tax obligation.

Tax Planning
We will thoroughly review the completed return with you. Our experience has shown that this is a great way for us to begin the tax planning process. Together we will identify the strategies that will maximize your future after-tax income. If you desire, we will show you how to adjust your payroll withholding to cover a year-end tax liability or to receive your refund during the year.