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Individual Tax Preparation
I received an almost instant reply. It was obvious they understood the question I posed and provided a clear answer and recommendation for moving forward. I’m very impressed with the quick response, professionalism and will look forward to working with this firm again. Highly recommended.Apr 11, 2019Verified
Josh is easy to work with, knowledgeable, and goes above and beyond. We couldn't be happier with his services.Jul 11, 2017
Tax AttorneyFeb 21, 2018Verified
Tax AttorneySep 18, 2017Verified
License Type: CPA - Certified Public Accountant (TX)
- What should the customer know about your pricing (e.g., discounts, fees)?We offer fixed fee pricing on most of our services. Each clients situation is different, so it's not easy to quote a fee until we know more about each person's situation. Once we do, we try to provide the most accurate quote based on the project and are willing to provide a payment plan to help ease the financial burden if necessary.
- What is your typical process for working with a new customer?Our first step is to try and assess the situation for each client. This often involves getting a power of attorney for the IRS, and then accessing the clients file to determine if there are any missing returns, past due balances, and possible penalty abatements. We then try to determine the best course of action and what options are available to help resolve a client's account with the IRS. This is all part of our Transcript Investigation and Analysis phase.
- What education and/or training do you have that relates to your work?I have a Bachelor's degree, some Master's courses, and a CPA license. Additionally, I have to take 40 hours of continuing education each year to maintain my license, and I often exceed that. This past year, I spent over 40 hours learning about tax problems and the best ways to resolve them.