After 26 years of returns, the biggest cause of an ugly one is not a complicated business. It is a bookkeeper and a preparer who never speak, so the return gets built from a file nobody checked.
When I do both, that disappears. Returns are filed electronically, and new clients get their prior two years looked at while I am in there.
Also offered: Bookkeeping · Fractional CFO · Tax Planning
Yes. For most owners the two are joined at the hip, and preparing them together is how you catch the things that get missed when a business return and a personal return are done by different people.
Yes, and that is often the real job. I clean up and reconcile the year first, then prepare the return off numbers that hold up. It costs a little more than a straightforward year, and it is considerably cheaper than filing something wrong.
No. Documents can be sent securely and everything can be handled by phone, email or video. If you would rather sit down in person in Hagerstown, that is easy to arrange.
Based in Hagerstown, working across Maryland, Pennsylvania and West Virginia.