What do you need to prepare my taxes?
As a new client, please provide your last two years of tax returns, and all current-year tax documents. Upload these to your tax professional here
What are your tax preparation fees?
Our Individual (1040) tax preparation fees start at $500, with more complicated returns (i.e., self-employment, business involvement, heavy stock trading, multiple investments, professional gamblers) costing more.
We can provide a formal quote if you send us last year’s tax return, based on the assumption that this year is similar to last year. Upload it here to Melissa DiCapua with the subject of “Quote Please”.
Tax consultations start at $150 per hour for associate tax professionals.
How do I meet with my tax professional?
We use Zoom videoconference technology which is easy and intuitive. Clients can schedule a meeting with their tax professional from our team page. We’re also a phone call or email away.
How do I get my return?
After you meet with your tax professional who will review the outcome of your return, we will deliver it to you electronically. You can download it and sign your efile authorization forms as well as pay your tax preparation fee electronically. We can also publish your tax return to your secure private portal. Enjoy all these conveniences from the comfort of wherever you are.
What credentials do your professionals have?
All of our tax professionals are either CPAs (Certified Public Accountants) or EAs (Enrolled Agents) or both. This means that we can represent clients on any matters with the IRS or state taxing authorities. Our tax professionals average 20 years’ experience.
What is your quality assurance process?
All tax returns are prepared by a credentialed professional following a detailed checklist. Upon completion of the tax return, the preparer completes their own review, and then submits it to a credentialed tax reviewer who completes a second review. This process helps ensure not only accuracy, but more importantly, optimal tax outcomes.
Do you keep copies of my tax documents (i.e., W2s, 1099s)?
Yes, we keep a digital copy of all your tax documents. We retain these on file for 5 years. We can publish them to your portal, or email them to you secure encrypted. If you need, for example, a W2 from 2 years ago for a mortgage refinance, we can provide that to you.
What if I have correspondence from the IRS?
We can help. If you get correspondence from the IRS or a state taxing authority, or if you get audited, all our professionals are qualified to represent clients in such matters. We can do Offer-In-Compromise settlements, review IRS transcripts and prior year returns, and communicate with the IRS/taxing authority on your behalf to get you the best outcome.
If it’s a very simple matter related to a tax return that we prepared, we would include that in with the tax preparation fee. If it’s a more complicated or time-consuming matter, or if it’s pertaining to years prior to us being your accountant, we would bill either hourly or as a flat-fee engagement.
Can you help me with tax planning and financial planning?
Yes! We are excellent at tax planning, and have in-house financial planning services via Gineris Wealth Management. We can help you set up educational and retirement savings plans, and help you optimize both tax and wealth outcomes.
Can you help me with my business?
Absolutely! Helping small business owners is our specialty. Whether you own an S-Corporation, C-Corporation, Partnership, or LLC / Sole Proprietorship, we can provide the full range of bookkeeping, payroll, sales tax, accounting, and business tax services. Schedule a free 15-minute consultation.