Our engagement typically begins with a phone interview or face-to-face interview. We are available to meet you after regular work hours on weekdays, and between 9 to 5 PM on weekends. Our goal during the interview is to gain a complete understanding of your unique financial situation, taking note of deductions and tax credits you qualify for. Once we have completed processing of your tax filing, your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts. Your tax return will be filed electronically unless we determine that a manual filing is necessary. We will discuss with you potential deductions to limit your tax liability for next year. In addition, we will answer any other questions you may have related to tax planning.
