There are many ways a tax return can be done that are all OK with the IRS, but one of those ways nets the largest refund.
We talk about tax planning constantly. We blog, tweet, post, e-mail and on and on, yet we aren’t even getting half of our clients to take us up on a planning session. The clients who do, are often thrilled at the outcomes, and yet it’s just hard to get people to want to spend half the time that they spend planning their vacations on planning their own tax outcomes.
Our tax office is of course in the same business as H&R Block; but then again we are not.
Why? Because they spend a great deal of time and effort on locations of convenience, fast or same day service and focus on people expecting refunds. They do all taxes, as far as we know, but the focus of their services is obvious. Quick. Easy. Not a lot of questions.
We, on the other hand, take a few days to do returns, have CPAs doing the work in ALL cases, and have a second set of eyes review process. We don’t loan our clients the IRS refund to them. In fact, we are most often working with tax payers whom are not necessarily getting a refund. Complex returns, business owners, landlords, corporations with complex considerations can’t be done in one “walk in the door and walk out with a return” process. We are also likely less expensive, as that “instant service in a high traffic area model” isn't cheaper!
If you want a same day return, fast service and are willing to take a short term loan to get some of your refund right away, then go to H&R, as we can’t help you.
However, if you want only CPAs doing your work, and then have it double checked by a second qualified set of eyes - and you want it cheaper than most national walk in services for a complex type return - we are ready for your call or email!