Why Taxwright is your Best Choice
I started my tax practice in 1992. I had already been an insurance auditor for 18 years, and I would continue doing audits for another 12. But I began to do taxes as a sideline in my basement.
In 1999 I opened my first tax office. It was a temporary affair, just open during the tax season. But as time went on continued to develop my skills and my client list grew. I have been operating out of my current digs since 2014.
But it’s not just the growth of the client list. It’s the number of clients who have been with me for years. About 80% of my current client list has been returning to me for service for 5 years, or more. Many have been with me for nearly 20 years, and a couple since the very beginning.
I’ve not been perfect. But I’m glad to say that of the few errors I’ve made, I was able to fix the situation to the satisfaction of the client. And a most of those have remained with me despite any glitches.
What’s the reason for this loyalty? Am I better than others at filling in blanks on a form? Are my computer keyboarding skills superior? Do I have an “in” with the IRS?
The answer to those questions is “No.” The reason people continue to work with me is my commitment to working with them as a consultant and guide. I work to anticipate problems, warn about changes and suggest other approaches that can save tax dollars.
The tax code changes with every new Congress. Sometimes a lot, and sometimes a little. But however things change, I make sure to learn and understand those changes. Then I look for ways to make sure my clients pay the least tax possible.
Tax Preparation is not Form Filling
But you can do the same thing with TurboTax®, or TaxAct®, or any number of online or desktop tax software programs. You can also use these programs to teach yourself to do taxes. The programs give you tips follow, traps to avoid and shortcuts that make it easier to use the program.
But the program is not with you throughout the year to remind you about the changes in the tax law as they occur. That program won’t advise you how to do things differently next year when your son Jimmy starts college, or when you lose the child tax credit for Susie because of her age. Shoot, the program won’t even remind you of the difference between the child tax credit and the dependent deduction.
I can and will do those things. And it is those things that make my service more valuable than just a program.
That’s why clients stay with me year after year. I inform them, advise them, and help them plan for their taxes as time goes by. I do this through emails, news bulletins, and the blog posts you see listed to the right of this page. I also make available a mid-year conference to check on progress. It allows the client–that’s you–to make changes that seem necessary while there is still time in the year for those changes to make a difference.
I even offer a service that does not involve filing the tax return, but simply keeps you abreast of changes so you aren’t caught flat-footed when the next edition of TurboTax® mentions something you could have done. If you want to know more about that service CLICK HERE.