Home Loan News
Making Finances Simple. Changing Lives.
Our format is usually home news, but we’re switching gears this month! That’s because we’ve found many taxpayers just continue going to the same tax preparer over and over, year after year, despite the fact they aren’t thrilled with the services they receive, or the fees they pay.....
Your clients may just go to the major chain companies because that’s all they know.
Despite wanting to find a better option, they aren’t sure how to go about it. So they continue paying astronomical fees for sub-par service and advice.
As your clients’ trusted advisor, you’re in a position to get them out of this rut! And we’d love to help!
HOW YOU CAN USE THIS:
Ask your clients about their tax preparation situation. Don’t just leave them fending for themselves! Consider the following...
Year ‘Round Resource:
We don’t close the office the other nine months of the year. Do you or your clients need advice or a tax return copy in July? We’re here to help!
Our clients never think they’re just another number to us. You and your clients have questions; we have answers. And we provide answers without charging fees for every minute we spend with clients.
We offer remote tax preparation (with secure document sending), or clients can come into our office.
We believe in providing reasonable fees; fair fees that make sense for all parties. We don’t “nickel and dime” clients by adding on e-filing fees, and tacking on fees for reporting simple items like Goodwill donations or dependents.
We don’t disappear when clients need us most. Check out how we help with IRS & State Authority communication. Click here for our Audit Policy.
We make your job easier. We’re here to provide support by answering your questions, providing quick access to client tax return copies, and much more.
Because we also provide home loans, we understand the intricacies with taxes as it relates to your clients’ home. Whether that means the oddities with property tax payment reporting, seeing prepaid interest and points paid through a refinance, or reporting the sale of their home properly, we’ve got it covered!
All In The Family:
Don’t let your clients work with an unknown tax preparer that is going to cross-sell them products you provide.
Let us know if you have any questions about our tax preparation services...we’re here to help!