Over the past 20 years I have heard so many people say, “Oh I just want a tax refund and I’ll be happy!” Have you ever spoken these words? As a CPA I too want to ensure that my clients receive as much money back from the IRS as possible. However, so many people out there just rely on tax software and as long as they do not have to pay the IRS they are happy!
Ask yourself “How do you know you are getting the full refund that you deserve?” What about all of the other tax savings you are missing out on?!?
Would you trust your medical issues with an unlicensed person who practices just 3 months a year? So why would you trust a tax preparer who is not Licensed, not Insured and is absent the rest of the year?? This is what you typically get at at one of those tax preparation stores you see commercials for. Granted taxes are not as critical as your health but overpaying taxes each year could cause you significant stress in your life!
Please take a look around the website here to gain a better understanding about your taxes. Then if you would like to have your taxes prepared by a CPA who will thoroughly explain everything you need to know about your personal taxes, please use the contact button on the top of this page.
Just in case you are concerned about the rate of using a CPA, my rates are generally less than 80% of the cost of H&R Block and Jackson Hewitt!
Office location is in South Charlotte, close to Ballantyne and Waxhaw, but my clients are located across the nation with many utilizing phone and video conference for our meetings.