Why Do I Need a CPA?
Home
About Us
Client Services
Tax Organizers & Checklists
Client Testimonials
Contact Us
Helpful Links

j0178310.gif

...for Individuals

When it comes to preparing income taxes, individuals

often ask the following questions;

 

 

     Why should I use a CPA?

 

     My return is not very complicated.  Why use a CPA?

 

     I use my own tax preparation software.  Why do I need a CPA?

 

     Can I afford a CPA?

 

 

  

Why should I use a CPA?

 

According to the IRS, it takes the average person 14 or more hours to complete their Income Tax Return each year.  The benefits you receive from us go far beyond the preparation of your return.  We meet with each and every client every year to review their current financial situation and adjust for life changes and discuss financial goals.  We provide personal guidance to insure all advantages and opportunities to save tax dollars are taken.  This provides you with confidence and security that you are taking advantage of every opportunity under the current tax laws, while reducing the risks of an IRS audit.  

 

 

 

My return is not very complicated.  Why use a CPA?

 

Many people who prepare their own returns feel their returns are not extremely complicated, and for the most part, they are not.  However, most average individuals are not aware of the recent tax laws and the many tax loopholes available.  For example, shifting income from one year to another to avoid higher taxes, or deferring tax liability.  These are just two of the many, many tax loopholes not mentioned in tax preparation software used by individuals.  Which leads me to the next frequently asked question

 

 

 

 

I use my own tax preparation software.  Why do I need a CPA?

 

I've heard this question numerous times.  "I purchase tax software; I don't need an accountant".  I can't tell you how often, in  preparing an individuals return I have had to amend prior years returns that were prepared using off the shelf tax software. Only a trained professional can identify these potential problem areas and ensure your return is completed and filed correctly.  Another problem with these type programs is the lack of proper tools for future tax planning.  By consulting with each of our clients personally, they receive valuable information, customized for their circumstance. This is something a software program can't provide.

 

 

 

Can I afford a CPA?

 

The answer to this is simple.  That depends on how important your money is to you.  Often, the average taxpayer fails to recognize the value of the information provided by a CPA.  Successful individuals understand this value.  In the words of Author Robert Kiyosaki (Rich Dad, Poor Dad), the question should be How can I afford a CPA?, rather than the statement, I cant afford a CPA.   There were a few individuals Kiyosaki paid very well; his attorney, his real estate broker and his CPA.  He, like many other successful individuals understands the value a CPA can provide in all areas of finance.  The cost of having a tax return prepared is nominal in comparison to the benefits you receive from a CPA. If youre in doubt, just read our own client testimonials.

 

 

 

Click here to view fees

Enter content here

Enter content here

Enter content here

Enter supporting content here