Greg Fallon Tax
Self-Preparation Is Not Necessarily the Most Convenient Option:
Many taxpayers complete their returns without professional help, but many of them either trust tax software or spend a great deal of time reading instructions or internet tax blogs. With sufficient time and interest to learn about the tax codes, self-preparation can be a viable option. However, when we review self-prepared returns we often see missed opportunities. In some cases, clients have contacted us because errors in their self-prepared tax returns spurred IRS audits.
Tax Software Is Not Always Reliable:
Taxpayers and preparers who rely on tax software can easily make costly errors. The software can be effective, but too many tax professionals merely enter in the data and trust the results. Due to constantly evolving tax laws, all tax software has flaws. Every season we report errors to our software provider, one of the country’s top-rated. We are tax professionals who understand the laws and do not rely on tax software to make conclusions.
Our Process Is Secure and Efficient:
Traditionally, clients will bring all of their tax documents to the professional preparer, who will complete the data entry, then quickly review the return to get to the next client. This style of tax preparation can be a waste of the clients’ time and cause the tax professionals to rush through the returns. We have found that obtaining and entering our clients’ information before meeting with them is more efficient and allows us to be more thorough.
Our tax process values our clients’ time and avoids unnecessary rushing:
- All clients receive a secure portal where tax documents can be uploaded and downloaded. Clients can either upload their tax information to their portal or fill out a secure online organizer that allows them to answer questions and upload documents.
- Once the information is received, it will be reviewed and one of our tax professionals will be in contact to schedule an appointment (in person, telephone, Google Talk, or Skype).
- During the appointment, our professional will review the return and give advice as needed. Once the return has been reviewed, it will be uploaded to the client portal along with an e-file signature authorization that can be easily downloaded.
- Once the signed e-file signature forms have been uploaded or signed in person, the tax return will be e-filed. The client will be billed via e-mail and can pay by credit card, PayPal, cash, or check.
We charge a flat fee for all tax returns that include audit representation before the IRS and state taxing agencies during audits and appeals.