We have utilized both paper, and for five years, "on-line" tax organizers. From this experience we have concluded that for clients with sophisticated tax situations, it is necessary for one of our tax professionals to interview the client, review the tax data and consider those tax attributes before a return is drafted. For example, the mistreatment of the rental of ones principal residence could result in loss of the $500,000 exclusion upon sale and or have unanticipated State tax implications. Due to complex U.S. tax laws there are just too many tax traps and opportunities for the inexperienced. We recommend that you carefully organize your tax data, make notes and list your questions and meet or correspond with us about your unique situation. Provide us a copy of past tax returns in advance so that we may be prepared to provide you with our thoughts and opinions. Looking for a CPA firm that can handle a ton of tax data, that is where we excel above the competition, both in terms of being able to engineer tax strategies as well as pricing. We urge you to contact us today.
We are organized to hand all forms of communications including all word processing formats and scanned document types as well as paper.
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