FAQ

WHY YOU SHOULD HIRE A PRO?

While a tax software may seem like a cheaper or more efficient option, a tax professional is often able to make valuable tax savings suggestions that a software program can't anticipate.  The value of this advice can easily exceed the additional cost of consulting with a professional.  Having a tax pro at your side is a lot like having a family doctor.  We look to understand your family's financial picture and future goals, while providing the guidance to get you there.

HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?

Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.