Our goal is to continue to build long term relationships as we work together to solve your financial goals. We will face challenges known and unknown as we proceed.
A. We will follow the tax law and regulations including safeguarding the client?s privacy.
B. The tax laws will always be changing as our economy changes and adapts. We will keep current with the tax law and its changes so that our clients pay the lowest possible legal tax.
C. The client?s interests come first. This implies we do not participate in such concepts or products such as instant refunds where the client pays for a service that is not in their best interests.
D. Taxes can be complicated. To achieve a correct tax return with the lowest tax involves collaboration and communication of both parties. This normally means that a formal person to person interview reviewing the details of the current return. For example, we will ask questions that seemingly do not apply to the client?s situation as we assure that every income, loss, deduction and credit has been found.
E. We will communicate with the client changes in the tax law that effect their situation so they can take appropriate action. We expect clients to communicate their changing situation so that we can inform the client of the tax implications.