Q. WHAT IS THE BEST WAY TO REACH TAXPRO SERVICES CORPORATION?
A. The best way to contact us:
During The Tax Season (Feb 1 - April 15):
By telephone or email. The telephone will be on 24 hours a day, 7 days a week. I never answer the telephone "cold" without first first screening the call through my answering machine - so don't hang up because I may be listening!
After The Tax Season (April 16 - Jan 31):
By email, fax or postal mail.
Go to the CONTACE ME Page for the fax number and email and postal addresses.
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Q. HOW MUCH WILL YOU CHARGE TO PREPARE MY TAX RETURNS?
A. The fee is based on a combination of the number of forms, schedules and worksheets needed and the amount of time involved in the preparation of your return. The more organized you are, the lower the fee will be.
We can guarantee that our fees compare very favorably with the charges of the "fast food" chain of commercial preparers (you know who I mean) and the excessive fees charged by CPAs.
A copy of our 1040 fee schedule is available upon request.
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Q. WHAT IF I HAVE A TAX QUESTION DURING THE YEAR?
A. As a regular tax preparation client you may contact us as often as necessary during the year for tax planning advice or information.
There is no charge for brief email, fax or telephone questions or advice. For more detailed consultations which require specific research, worksheets or written opinions we will charge at an hourly rate of $50.00.
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Q. WHAT IF I GET A LETTER FROM THE IRS OR A STATE TAX DEPARTMENT?
A. If you receive a letter from any of your "Uncles" during the year relating to a federal or state income tax return I have prepared mail or fax it to us immediately and we will respond accordingly. Please do not attempt to call me first!
We do not charge for responding to tax notices when (a) the return was one we have prepared and was correct as originally filed, or (b) if I made an error. If we have to prepare additional forms or schedules or an amended return, or if the return being questioned was prepared by someone else, we will charge accordingly based on my regular fee schedule.
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Q. WHAT IF I AM AUDITED?
A. In the event of a federal or state audit of a tax return we have prepared we will meet with you to review the issues of the audit, provide research and documentation for the items in question, and prepare you in detail for the audit. We will also provide a "post-audit" consultation to advise you on your options based on the audit results. There is no additional charge for this additional service.
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Q. WILL YOU GO WITH ME TO THE AUDIT?
A. If you wish us to go with you to the audit, we will charge at a rate of $50.00 per hour for the actual audit conference. Under no circumstance will I attend the audit in your place to act as your legal representative.
If you want to have someone represent you at an audit under a "Power of Attorney" we can refer you to a competent professional from the NJ chapter of the National Association of Tax Professionals who is experienced in audit representation, and we will assist this person in the audit preparation.
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Q. DO YOU HANDLE APPEALS?
A. We do not have the experience or expertise in the area of IRS or state appeals to properly counsel or represent you. As mentioned above, if you wish to appeal an IRS or state audit determination we will refer you to an experienced tax professional and work with that person.
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Q. WILL YOU PREPARE THE TAX RETURNS FOR MY PARTNERSHIP OR CORPORATION?
A. We no longer prepare federal or state income tax returns for corporations and partnerships. My tax practice in limited to individual income tax returns (Form 1040 and 1040A).
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Q. DO YOU DO FINANCIAL PLANNING?
A. We do not have enough education, experience or expertise to provide specific financial or investment advice. I can, however, advise you on the federal and state tax consequences of financial and investment transactions that you are considering.
If you need financial planning or investment advice or assistance we can recommend my long-time friend (and fraternity brother) Kevin Budds of MERRILL LYNCH. You will find a direct link to Kevin's website in the CLIENT section of my STATE AND LOCAL LINKS page.
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Q. DO YOU PREPARE ESTATE OR TRUST TAX RETURNS?
A. We do not prepare federal or state estate or trust tax returns, nor to I provide estate planning services.
