When you choose TaxPlus as your tax preparer, we offer the following 7-Point Pledge of customer service:
TaxPlus+ staff includes two certified Internal Revenue Service (IRS) Enrolled Agents (EA). TaxPlus+ EAs are authorized to practice before the IRS.
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.
TaxPlus+ will help you with tax planning and organizing to reduce your income tax. We provide effective tax organizers to help you identify and track all potential deductions.
TaxPlus+ will conduct a thorough interview in order to prepare accurate and complete tax returns. In this way, we will determine all appropriate deductions. Each tax return is then prepared and reviewed by the TaxPlus+ team.
Before filing, we conduct a final meeting to educate you to the process, plan for the following year, and review and approve your Tax Returns.
The TaxPlus+ goal is to reduce your tax burden and minimize government inquiries.
TaxPlus+ pledges to be efficient in preparing your tax return and will electronically file (e-File) your Federal and State tax returns whenever possible. TaxPlus+ has the ability to e-File tax returns for all 50 states.
If you are due 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 for filing your tax returns and refunds.
If we overlook information you provided prior to receiving your authorization to file, we will amend the return without any additional TaxPlus+ fees.
TaxPlus+ will help you respond to IRS and State letters of inquiry until the issue is resolved for tax returns that we prepare.
TaxPlus+ will help you identify, compile, and organize the proper documentation to satisfy an IRS or State tax audit for tax returns that we prepare. We can attend an audit on your behalf and work proactively to resolve the matters in question.
The TaxPlus+ pledge insures that your personal tax Information is maintained in strictest confidence to protect your personal privacy and the security of your identity.
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.
