Tax Preparation
We prepare individual, partnership and corporate tax returns, with support for tax questions throughout the year.
Tax preparation and planning
We help you work through the requirements of preparing and filing your return. Our work includes tax planning and research into tax matters, informed by changes in tax laws and legislation.
Support beyond filing season
Tax questions do not stop when a return is filed. We offer year-round help with your questions and the challenges of preparing your individual or business return. Contact us to discuss what you need.
If the IRS writes to you
We hold an IRS Annual Filing Season Program Record of Completion, which carries limited representation rights. For a return we prepared and signed, we can deal with the IRS on your behalf — with revenue agents, with customer service, and with the Taxpayer Advocate Service.
Those rights are limited and we would rather be straight about the edges than have you find them at a bad moment. They do not extend to appeals or to collections, and they do not cover a return we did not prepare. Only attorneys, CPAs and enrolled agents have unlimited representation rights.
In practice this covers the common case: a notice about a return we filed for you. Bring us the letter.
Frequently asked questions
Can you deal with the IRS for me?
For a return we prepared and signed, yes — with revenue agents, customer service and the Taxpayer Advocate Service, under the IRS Annual Filing Season Program. Those rights do not extend to appeals or collections, or to returns we did not prepare.
Are you listed with the IRS?
Yes. Annual Filing Season Program participants appear in the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications, which is the directory the IRS points taxpayers to when choosing a preparer.
Let’s talk about what you need
Contact us with questions. Use the Client Portal to send documents securely.