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?!?
As a CPA, I want to ensure that my clients pay the very least amount of taxes to the IRS as possible. I work in concert with your goals and your financial advisor to ensure you take advantage of every tax benefit available to you!
Please take a look around the website 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, use the contact button on the right side 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! 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!
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.