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It would be nice to live in a bubble and believe we had no competition, but we’re realists

It would be nice to live in a bubble and believe we had no competition, but we’re realists

It would be nice to live in a bubble and believe we had no competition, but we’re realists – we understand that this is the point in the year when you’re trying to decide whether to try to do your taxes yourself or hire a professional. Allow us to humbly put forward a few of what we see as the major advantages of choosing to let us dig through the tax code for you, rather than trusting a software:

#1 – Hidden Details: We can’t tell you how many “side” conversations have clued us into details about a client’s business that actually translated to more deductions (think: restocking trips that count for mileage deductions, etc.). We can give you a list of documents to bring to our tax preparation meeting, but there’s always more to the story.

#2 – Understanding the Verbiage – The plain truth of it is that there are many pieces of the tax code that are nuanced. A software can present you with two choices, but when it gives you the list of 6 ways to decide which one to choose, doesn’t it get a bit daunting? Especially when it follows up the list with “In some cases…” but doesn’t specify what those cases are. We can tell you what the choices ACTUALLY mean — and help you pick the right one.

#3 – More Money in Your Pocket – We are convinced we can find your business more tax savings than an algorithm can. It’s the personal touch, the getting to know you. It makes all the difference in the world.

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