Tax Notes & Hints

If you know someone who needs a preparer, please give them my name. I will be more than happy to assist them. Referrals from clients like you are compelling and always appreciated. Rest assured the individuals you refer will receive the same quality service you receive from me.

If we missed you last year, please don’t hesitate to call or email me and we can bring you up to date.

Tips on Choosing a Tax Preparer

  • Be cautious of tax preparers claiming they can obtain larger refunds than other preparers.
  • Avoid preparers who base their fee on a percentage of the refund.
  • Check credentials. Only lawyers, certified public accountants and enrolled agents (that’s me) can represent taxpayers before the IRS.
  • Find out if the preparer is affiliated with a professional organization that holds members to a code of ethics. (I belong to the NATP – National Association of Tax Practitioners)

Thank you!  Your business, faith and trust are sincerely appreciated.