INDIVIDUALS

Do you need your personal income tax prepared? Are you wondering where to turn? Have you tried computer tax software and been left with more questions than answers? Have you visited a storefront tax preparer and left wondering if they really knew what they were talking about? Looking for executive taxes at an affordable price? Want a quick refund with I.R.S. e-file?

Now you have another choice. Professional Tax Accountants combines your tax information with the best tax-preparation computer software on the market to produce the best possible income tax return for you to file, at an affordable price.

We’re flexible, up-to-date, and ready to take the time that is necessary to understand the tax issues facing you each year. We like to keep in touch with our clients, whether by FAX, telephone, or E-mail – or simply through the U.S. mails. In fact we even have a number of clients who’ve moved across the country or overseas for whom we continue to prepare income taxes, year after year.

GETTING STARTED

Simply request our Income Tax Organizer. It’s updated each January, based on changes in the tax law, and when you return it to us, we’re ready to begin. You’ll find it’s a help to you, whether or not you ask us to prepare your taxes.

People often find that some of their tax papers are simply too complex to fit into a tidy little answer in a box. For example, some brokerage houses now issue Forms 1099-INT and 1099-DIV several pages long for those with tax exempt investments, if portions are taxable. Any document that you want us to study more closely can simply be sent along. A copy is fine, although as a matter of practice we return all original documents that are submitted.

At any point, contact us by telephone or E-mail at 1040@www.pro-tax-usa.com at no charge if you have any question.

FILING YOUR TAXES

Our starting point is always a copy of your previous year’s taxes and any communications with the I.R.S. about it. Next we review your Income Tax Organizer and all documents you send with it. From that we begin to prepare your taxes. When it’s complete, we notify you by E-mail of your Balance Due or Refund, as well as our fee, unless fee arrangements have been made in advance.

Often more information is needed to complete a tax return. The reinvested dividends of a security sold after a number of years, the depreciation history of a rental property, et cetera; details, details, and more details. We’re detail oriented, and we obtain every pertinent detail that the I.R.S. requires before our signature goes on a tax return.


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