Wendy and her team stay abreast of the latest rules and regulations to ensure that you are always offered the most current and effective income tax strategies.
We are a paperless office and consequently all your income tax forms and documents are loaded onto our secure portal for you to access at anytime. We return all original documents to you for safe keeping.
We are extremely pro-active and offer twice yearly tax planning sessions to all clients. This relieves the stress and surprise of having to write a large check to the government in April! By effective tax planning, we can minimize your taxes and plan for annual cash flow cycles. No last minute runs to the bank or post office for our clients.
We prepare and electronically file income tax returns to the IRS as well as any of the 50 States for:
If you receive a notice from a government agency, you would forward the notice to us and we will respond within 24 hours, letting you know what to do and how to best proceed. We will represent you in front of the governme
nt agencies unless we feel you are best served by an attorney in which case we will refer you to one of the many excellent professionals within our community.
Most importantly, we are available all year long for your emails and phone calls as tax related questions arise. Should I lease or buy a car? What is a 1031 exchange? There is no extra charge for these questions. We welcome these questions! By keeping us involved in your financial decisions throughout the year, we are able to truly be your advisors and look out for your best tax strategies.