The professional you schedule with can help answer questions about your personal or business tax situations. Deductions, filings, business entity types, and preparation procedures have technical details that a tax preparer can assist with.
We want to hear the description of your tax questions
We will describe different types of options to consider
We will provide advice on possible business or personal tax suggestions
NO SALES PITCH.
The information you can take to your current accountant for discussion.
You will have a tax preparation checklist for reference
You will be issued a Help Desk account to reach our assistance desk
We can provide a referral to enrolled agents as requested