We don't "Just Transfer the Numbers to the Forms"

Some think CPAs merely transfer their "numbers" onto the government’s forms. While some CPAs may have set that impression, rest assured; we do a whole ‘lot more than just "transfer the numbers onto the forms".

Allow us to give you a glimpse into what we do behind the scenes’during tax season, as well as throughout the entire year, to prepare the highest quality income tax returns for your benefit.

The manner in which items of income and deductions are presented and classified on your income tax returns certainly has material consequences.

Presentation and classification impacts the correct amount of income tax liabilities and the audit appeal of your income tax returns. The following is a short list of the measures we take to ensure you pay no more than your fair share of income tax and attract less than your fair share of attention from the IRS:

Attendance at numerous continuing professional education seminars and subscriptions to professional publications and in-house curriculum keep us abreast of the most current tax savings and general business developments;

Your returns are reviewed no less than twice, with presentation, classification and audit appeal issues in mind;

Our years of extensive experience representing taxpayers before the Internal Revenue Service allow us to look at your returns with audit sensitivity in mind during the review processes;

We invest annually in the best professional computer tax preparation software available on the market;

Our personnel approach and prepare each income tax return as though they were calculating their personal tax return liability;

Our file maintenance protocol requires consistent file documentation standards. Carry forward schedules, the identification of tax savings alternatives for future years, and color coded workpapers, facilitate the identification of the status of each tax return as it proceeds through the tax return process;

We use state of the art tools such as, voice mail, Email, fax, etc. to request, gather, receive and document vital information necessary for the preparation of your income tax returns;

We encourage immediate preservation and documentation of all favorable facts supportive to audit sensitive issues, as the returns are being prepared. There is no better time, than the present, to preserve and document facts favorable all reasonable positions taken. We help you identify and gather the appropriate supporting documents, affidavits, tax return attachments, etc. In many instances, the extra efforts at the time of preparation prove to invaluable at a later date;

Our office culture encourages and requires our associates to shake the traditional role of bean counters. Our associates eagerly provide value-added income consulting and general business advice, using your historical income tax returns or financial statements as a springboard. We recognize the sole purpose for income tax preparation not driven by desire, but mandated by federal and state income tax compliance regulations.

CPA Associates International
International association of certified and chartered accounting firms. Provides clients with professional accounting, auditing, and tax services.