We specialize in Business tax returns, Individual Tax Returns, Estates & Trusts
Our required continued education credits are taken in tax classes
We relentlessly stay on top of all the tax law changes and best practices in our industry.
We are constantly reading in our fields and are members of the:
Maryland Association of CPAs
Tennessee Society of CPAs
National Association of Enrolled Agents
2) We reduce your Stress, Anxiety and Headaches while saving You Money.
We know how to minimize the chance of an audit or dispute with the IRS. If you do not have a simple return then we can save you a lot of anxiety and money because we specialize in knowing how to do that. Below are examples of cases where hiring us as your Tax Pro can save you money and reduce your headaches:
You are a business owner, self-employed, or have a side business
You own a rental property, or you flip homes
You had a major life change such as marriage or divorce
You bought or sold a home
You had multiple investment transactions during the year
Your record-keeping is not great
You anticipate an audit
You have unpaid taxes or previously non-filed returns
You are a high-income earner
Your taxes are complicated with several forms and you don’t know how to use tax laws to your benefit.
You are not confident dealing with the IRS on technical issues
You don’t know what triggers IRS Audits Each of these scenarios requires someone who has special knowledge of the tax code and laws. They can create stress and future headaches if you make a mistake or don’t know the tax laws for your situation. We specialize in handling these scenarios and know how to be compliant with the tax laws and minimize your tax liability.
3) We Provide Timely Filing of Returns.
If you provide us with complete information three weeks before the tax due date, then your tax return will be filed on time. Unlike many tax preparers, we do not automatically put you on an extension.
4) We respond Promptly.
Our phone is answered by a human 24 hrs/day and 7 days a week (no recordings). We are easy to reach via email or phone and in most cases respond in less than 24 hrs to any questions or requests.
5) We provide One on One Personal Support Customized to Your Unique Needs.
We get to know you and your financial situation and advise you according to your unique needs. You will find that we are very patient and an easy people with whom to work.
6) We provide Remote Online Support that Saves you Driving Time.
You can work with us remotely and provide all your information over a secure portal and never have to leave your home.
We have many clients all over the United States whom we have never met in person….and some who have even retired and moved overseas!
For exchanging documents, you can use any of the following methods to get your documents to us:
Use the secure upload link on our website which allows you to send documents to us that are encrypted. This method works well for files too large to send by e-mail such as QuickBooks backups.
Scan and e-mail a PDF copy of your tax documents to us.
Fax a PDF copy to us (our fax service is online)
Mail a paper certified copy to us (certified so that they can be tracked). (note: be sure to retain the original documents in your own possession)
Hand deliver the documents to our offices in Severn Md or Crossville Tn.
7) We meet with you in person if you prefer
If you prefer to meet in person, we can meet you at 7865 Clark Station Road in Severn, MD or at 74 Lakeshore Ct #84 Crossville, TN 38558.
We are easy to find.
8) We provide Year-Round Support
We don’t disappear after tax season and provide year-round support to you as needed. You can easily reach us through an email or phone call.
We provide tax planning during the year to minimize your taxes for the following year
We provide IRS tax representation for those behind on paying or filing their taxes
We provide support for audits and IRS disputes and act as a buffer between you & the IRS
9) We provide recommendations on what would further reduce your tax liability.
When we complete your tax return, we provide you a written summary of your return and recommendations of what could reduce your tax liability for the next year.
10) We are a company you can trust.
We have a good reputation and a growing practice of happy and returning clients.
We pay the price to maintain the highest level of Integrity & Honesty
11) We use modern technology to remove barriers to make it easy for you to provide financial inputs and get quick & easy access to your work products
12) We Provide Audit Protection.
Tax Identity Fraud is on the rise. In the past two years alone, more than 1,500,000 Americans had their tax identity stolen, with $6.2 billion that was fraudulently claimed. How are you supposed to prove that you are you?
Our Audit Protection Plan will give you full tax identity recovery and audit representation protection on your business if you get any notice from the IRS. It will shield you from the time, money, and frustration you will undergo if you try to resolve these issues yourself.