Our 7 Point Pledge

When you choose TaxPlus as your tax preparer, we offer the following 7-Point Pledge of customer service:

TaxPlus+ 7-Point Pledge

icon1 Written by admin in Our 7 Point Pledge on 03 19th, 2009 | Comments Off

When you choose TaxPlus+ as your tax preparer, we offer the following 7-Point Pledge of customer service:

  1. Professional Staff

    2. TaxPlus+ pledges to provide a professional and personal level of service. We are your partners in this process. The TaxPlus++ team has over 20 years of combined tax preparation experience and each member is a Registered Tax Preparer.

  2. Tax Planning & Organizing Advice

    3. TaxPlus+ will help you plan to reduce your income tax. We provide effective tax organizers to help you identify and track all potential deductions.

  3. Client Profile Tax Interviews and The Tax Preparation Process

    4. As part of the tax preparation process, TaxPlus+ will conduct a tax profile interview with each client in order to prepare accurate and complete Tax Returns. In this way, we will discover all appropriate deductions. Each Tax Return is then prepared and reviewed by two members of the TaxPlus+ team. Before filing, we conduct a final meeting with you to review and approve your Tax Returns. This process minimizes government inquiries and reduces your tax burden.

  4. Electronic Tax Filing & Direct Deposit of Refunds

    5. TaxPlus+ pledges to be fast and efficient. After preparing your tax return, TaxPlus+ will electronically file (e-File) your Federal and State Tax Returns. TaxPlus+ has the ability to e-File returns for all 50 states. If you are owed a refund, TaxPlus+ can arrange for an Electronic Refund Deposit (ERD) directly to your bank account. Using e-File and ERD ensures the fastest and most secure method of handling your Tax Returns and refunds. Easy. Fast. Accurate.

  5. Account Resolution

    6. For Tax Returns that we prepare, TaxPlus+ will help you respond to IRS and State letters of inquiry until all issues are resolved.

  6. Audit Representation

    7. For Tax Returns that we prepare, TaxPlus+ will help you identify, compile, and organize the proper documentation to satisfy an IRS Tax Audit. We can attend an audit on your behalf and work proactively to resolve the matters in question.

  7. Year-Round Service

    8. The TaxPlus+ team works proactively throughout the year to provide information and advice to reduce your tax burden and relieve the stress of tax season. We are available by phone, e-mail, and by appointment. Or, just stop by the office to say hello.