We provide income tax planning and preparation services to individuals and businesses across the south, with concentrations in South Louisiana,including Mandeville and Covington and Albuquerque and Rio Rancho New Mexico.
Our objective with tax planning and preparation is to help you minimize all of your tax obligations, while maintaining compliance with all federal, state and local tax laws. In order to accomplish this, it is critical that we communicate effectively with each other regarding all sources of income and expenses. We are required by the Internal Revenue Service to document all numbers that go into an income tax return. For that reason, we require all information you provide us to be in writing.
We provide you with a tax organizer, web based if you like, at the beginning of each tax season (usually around January 1st). If you have enough knowledge of taxes, you can complete this organizer yourself. If you are new to the process, or you just don't like to be that involved in the tax preparation process, you can bring the organizer in, so that we can assist you in its completion. We will also ask for all of your original income tax documents, such as W-2s, 1099s, 1098s, and any other sources of income and deductible expenses. We will make copies of these documents for our file and give the originals back to you for safe-keeping. You should keep all of your income tax returns and supporting documents for a minimum of five years from the filing of any return. Some documents should be kept longer. Please call us if you have any questions regarding how long documents should be kept. Our helpful income tax related FAQs may also help answer your questions.
Our office is extremely high tech. We are also paperless. While we enjoy seeing all of our clients each tax season, if you are too busy to come in, or you just prefer to communicate via technology, we are here to help. With our secure client portals, secure email of documents (using a program called Sharefile), and electronic filing of all tax returns, we can guide you through our tax process without leaving your home. All processes are secure with encrypted data and passwords. Once we prepare your return, we will send a draft to your secure portal. You will also receive a link to "Action Items". You will be able to review the return and send us your approval to electronically file your return and/or extension via esignature. You will also be able to pay our bill online through the portal using a credit card or debit card. If you owe the government anything with the filing of the return, we can submit those payments online as well when the return is filed. We use the best software in the industry to make the tax preparation process as secure and professional as possible.
We have prepared several thousand income tax returns for clients across the United States. We have no minimum fee and our rates are very competitive. If you would like to find out more about our tax services, please call or email us.