I stand behind my work and I put it in writing. I provide the following guarantee to all of my clients:
When it comes to finances, it sometimes seems like everyone wants to know everyone else's business. I go to great efforts to make sure no one will ever see your name on a single folder, binder or piece of paper. I do NOT send your tax return overseas to be prepared. You do not have to worry about how many other individuals and foreign countries have access to your private financial affairs and whether or not they will keep your financial matters private. Please read my full Privacy Policy for more information.
My goal is to provide you with the maximum benefits that can be derived from appropriate and legal tax planning and tax preparation in the easiest, least time-consuming way possible. I take the time to get to know you and your business such that I can provide you the most personalized services possible. I will assist you in minimizing your taxes and reducing your chance of an audit.
If you are not 100% satisfied with the service you receive, and you choose not to accept the work performed (or allow me to redo the work), I will refund your fee. Your complete satisfaction is guaranteed. Failure to accept the work performed is evidenced by returning all the work to me.
Every return is prepared by me. Each return is double-checked and reviewed. However, if I do make an error on a tax return that is not corrected, I will reimburse you for any penalties and interest damages you actually incur. If you receive a letter from the IRS you must provide a copy of that letter to me within 7 days of the date of the letter and allow me to respond to the letter requesting elimination and/or reduction in penalties and/or interest due. This guarantee is limited to the net amount (total fee less any discounts, promotions and/or credits) you actually paid me for the return in question. You are still responsible for any additional taxes that would have been due had the error not been made.
I am available via phone (206-203-0468), fax (206-203-0468) and email throughout the year, not just during tax season, to answer any questions you may have and to help with your tax planning.
I will provide you a FLAT FEE, in advance. I have indicated either my actual flat rate fees or my basic flat fees for my payroll service, review of your prior year tax returns, tax return preparation, tax planning strategies report and bookkeeping. Fees for my services may be changed at any time. When fees are changed they will be posted to this website as soon as possible. All fees are due upon signing of the engagement letter, before any work will begin. If you're concerned about my fees, just email me.
To be eligible for my Guarantee, you must be one of my current clients. A current client is one who has a fully executed (signed by you and me) engagement letter on file in my office and has posted activity within the past 12 months.