| Procedure for Tax returns: |
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We do multi-state returns. But we don’t do instant returns. Our method involves following steps. |
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We request you to fill out our organizer and email back to us. |
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We provide you estimated of fees, based on work and collect payment. You can pay by cash, check, and credit card or pay online. |
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3. |
You need to send us all supporting income related documents like W2, 1099 etc and expense related documents like 1098 and your prior year tax return, by fax, email or mail or personal delivery as convenient to you. |
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We prepare draft tax return, most of the information we directly import from organizer and support documents to avoid errors. |
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Return is reviewed by senior preparer to minimize taxes for your benefit including special options like married filing joint or separate, claiming education credit or deduction, claiming state sales tax or state income tax, option for IRA etc. and for carryover of prior year credits or deductions. If you have not provided us copy of prior year returns, we are not responsible for omission to claim this. |
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We send draft return to you for your review to see that no income item or document is missing and all details of SSN, address, name etc. are correct and request you to convey OK. Since we are importing most of the details from organizer and documents given by you, we don’t do clerical checks of these items and we expect you to exercise care. |
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Once you OK, we e-file the return and update status on our web site. |
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If you are also buying guarantee of highest refund ($250) then return is again reviewed by senior CPA to check any possibility of reduction with special applications. These include reviewing additional alternative treatments and application of new ideas. Return is again sent to you after modifications. These are confidential strategies. Generally to be effective you should contact us for tax planning before end of the year, but still few ideas can work. |
