Relaxed, Experienced Tax Preparation.

Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers, and can do a pretty good job of ruining a couple of weekends. In addition to the benefit of saving time, peace of mind can be achieved by engaging a partner in the preparation of your tax return. A partner that is knowledgable in tax matters and is ethically responsible for assisting with the preparation of a fair and complete tax return consistent with current income tax laws. According to a study released by the US Government's General Accounting Office last year, most taxpayers ( about 77%) believe they benefited from using a professional tax preparer. 

Whether we like it or not, today's tax laws change every year are never seem to get any less complicated. Filing a relatively simple return can be confusing. It is easy to overlook deductions and credits to which you are entitled, difficult to understand the less than clear tax filing instructions.  Even if you use a computer software program there is the old risk of "garbage in garbage out".

Here's how we help and what you get ...CONVENIENT, FRIENDLY, PROFESSIONAL ATTENTION YOU DESERVE

  1. Your return will be prepared by Joe Drew, who is an Enrolled Agent with over 20 years experience preparing income tax returns.
  2. The Enrolled Agent status is an IRS designation granted to practitioners meeting testing and continuing education requirements. Enrolled Agents are athorized to represent clients before the IRS in federal tax matters.
  3. Most clients prefer having their returns prepared during a face to face interview in our offices. This method is recommended because it provides the best opportunity for us the exchange information and address issues aimed at achieving the best result for you. Over 90% of our tax returns are finalized during our initial interview.
  4. Some clients prefer to mail in or drop off their information, and if that works best for you, that works too.
  5. Your return will be electronically filed at no additional cost.
  6. Prior to our face to face meeting, you will be mailed a tax organizer, customized from your prior year return, and is intended to probe for tax information that may otherwise be overlooked.
  7. The base preparation fee includes Federal and Colorado state returns. Additional states are prepared at an additional cost.
  8. Your refund can be direct deposited to your account at no additional cost.
  9. Each return is electronically checked for accuracy and completeness.
  10. Appointmets are available 7 days a week from February 1 through April 15. Evening appointments are also available during that time.
  11. We are here year around to answer questions and provide support for the returns we have prepared.
  12. Our website,  www.drewfinancial.com provides a convenient, comprehensive resource for tax and financial information. It is available to all clients, and also provides a secure portal for sharing of financial information between us.

If you'd like to receive more information about our Tax Preparation Service, please complete this form.

Name
Phone
Email
Best Time To Call
Comments

Tax Due Dates