What is a tax preparer?

A tax preparer is a qualified professional who is familiar with the tax laws, procedures, and practices of filing taxes. They typically charge a fee for their services.

 

Tax preparers prepare your taxes according to the guidelines issued by the Internal Revenue Service.  These guidelines can be complex and can change from year to year for certain situations. If you’re confused by these tax guidelines and how they should apply to your personal financial situation, hiring a tax preparer could be a huge help.

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How much experience do you have?

Our tax preparers have over twenty years of tax preparation experience.  Additionally, each of our tax preparers takes continuing education classes and have successfully completed the Annual Federal Tax Refresher program.

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What if I have a question or problems after tax season?

We monitor email and phone messages all year long and will quickly respond to you - should the need arise after tax season.  We are available by appointment year-round.

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Will you sign my tax form, once complete?

Before you sign your return, we will review it with you and make sure that it is accurate and that you fully understand the forms.  Each of our tax preparers has a PTIN and your tax preparer will also sign and include their PTIN on the form, prior to filing.

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What are your service fees?

The fee varies and depends on how simple or complex your tax situation is.

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What information do I need to provide in order for you to do my taxes?

We have prepared a document checklist for you.  Click here to download our checklist.