#1)

Our Business Operation Policy

We have a Proven and Verifiable Track Record in Taxation and Business Operations Logistics. Our network is vast and varied; and the synergies we bring to every client are limitless. 

**We accommodate Regular Clients and New Clients throughout the year(Year-Round). However, after April 15, clients must make an appointment because the office isnt open everyday, and during those times we are focus on working with clients in the Entertainment Industry (Click on the link "Business Hours.."). Assignments are completed quickly and accurately, regardless of their complexities and changes in the tax laws. Written testimonials we have obtained during our annual customers/clients survey are overwhelmingly impressive.

**How to Get  your Tax Documents to us:- THREE Convenient ways our clients get their TAX documents to us:- (1)They bring them to the office. (2) They Fax them to us. (3) They Mail them to us. (Details Below).

#2) (FAX your Documents to us):- For Clients Safety From Identity Theft, we DONT accept Tax Documents On-Line or Via E-mail. Clients can Continue to FAX their documents to us or MAIL them to us VIA their choice of courier as stated below.(Fax machines and Printers/Copiers are not OBSOLETE/Extinct. On-Line FAX is available on your Smart Phone. Fax is used by the IRS; Local Governments in 50-States; The White House; The United Nations; Court Houses; Airports; Truck Stops; Seaports; Hotels; Foreign Governments offices; Local Banks; Overseas Banks; Central Banks;The World Bank; The IMF; The European Union; and Major Corporations in the USA and Overseas. They are still produced by HP; Sharp; Xerox; Cannon; Brother; Toshiba; Epson; Okidata; and Olivetti (Olivetti biggest market is in the UK & Europe). They are available at Staples; Best-Buy; Amazon; Walmart; Office Depot, etc.).

#3) Clients can Mail their Documents to us:- Most Clients pay their choice of Courier Service(Post-Office, FedEx, DHL, UPS, etc.) and send us their Tax Documents. Clients get $30.00 credit for Printing and Regular Mailing their documents to us . Upon completion of Clients Tax Returns, we will pay the Post-Office for Regular Mail and return ALL Clients documents and a copy of the tax return that we prepared for them.We recommend that clients notify us by Telephone, FAX and/or E-mail the same day that they mail us their documents so that we can track their arrival. We respect clients who are organized and who are cooperating with us to get the job done. We will honor our commitments under the law, and we expect every Client to honor their responsibility.

***NOTE:- We empower ambition! You dont have to work in a job that you hate. You can start your own business and take control of your own destiny, and become Financially Independent like many people have done and have become; OR you can Log on to these websites and apply for the job that You Are Qualified for; and You Are Passionate about:-ZipRecruiter.com; SisInc.com; IacGlobal.com; Kirkland.com; Skadden.com; Whitecase.com; Hok.com; Som.com; Gensler.com; Slgreen.com; Brookfieldproperties.com; Blackstone.com; BXP.com; InfoSys.com; ExploreTalent.com; RobertHalf.com; FlexCare.com; Jobs.Aerotek.com; KellyServices.com; KornFerry.com; Careers.Amtrack.com; AllianceRecruitmentAgency.com; BrownSchroeder.com; RandStadUsa.com; NewYorkJobDepartment.com. If you wish to hire household workers:-HouseHoldStaff.com and Maids.com. If you want to set-up an LLC or Corporation, call "Legal-Zoom" at (800) 773-0888; or (323) 962-8600.

**A)Tax Refund (or Balance due the IRS or State):- We will focus on every Tax Break and help you keep more of your money. If the IRS or State deposit less Tax Refund into your bank account than you had expected, dont panic.The IRS and State know Computers and  Software technolog are not always 100% perfect. Sometimes there are glitches in the software. Hence, the IRS or State will mail you a letter explaining and outlining the reason(s) for the shortage; and the IRS or State will ask you if you Agree or Disagree. When you receive the letter, please send it to me so that we can compare the information we have on file against what the IRS or State is saying in their letter (That is called Checks and Balances). We need the letter before we can proceed to argue/settle the dispute/disparity. Every Tax-Accountant MUST follow Federal and State procedures to settle taxpayers disputes with the taxing authorities.(IRS Circular 230 Rules) - IRS (800) 829-1040 from 7am EST.

**B) Focus Group:-We have recently added a small group of Customer Centric individuals from each industry that we serve. They give us monthly update and feedback. They track economic trends and changes in business dynamics in their industry. They have indepth knowledge about our market segments; and they are Straight-forward and Factually deep.They have a strong track record transforming their company and their industry.

**C) Taxation and Accounting Software Vs Professionalism:-  Professionals need great Software Programs. However, the Best Software Program is limited in Scope and Industry-Specific Information or Knowledge. Hence, Software Programs are NOT Subject Matter Experts. Professtionals who are speciaized in an Industry are Subject Matter Experts. They can take a Wholistic Approach and navagate through Clients information, evaluate each client needs, and craft and execute the best strategy that will benefit each client in accordance with changes in the economy and the rapidly changing tax laws to ensure each Client isnt paying more tax than the law allows. The Bottom line is you can buy a Software Program or Hire an Individual. Freedom of Choice!!

**D) Research Companies we use:- Thompson Reuters(Thompson RIA); Prentice-Hall (PH);  Warren, Gorham & Lamont(WG&L); Commerce Clearing House (CCH); Parker Tax Pro Library(PTP); and The National Association of Tax Practitioners(NATP). They are the best/legendary and they are also used by IRS auditors. Hence, you are in capable hands with us.

**E) Our Responsibility:- We are responsible for preparing and e-filing your tax return to the IRS & State(s). You will be given ONE copy of your Federal and State(s) tax return, in accordance with Section 6695(a) and IRS circular 230 rules. All your documents and records will be return to you for safekeeping in case the IRS or State decides to perform a routine check on your tax return, although our clients seldon get audited. If you receive a letter from the IRS or State DONT throw it away. Please let us know by E-Mail; or you can leave Your Name, Phone Number, and a Brief Message on the Business Voice Mail. We will contact you and have you Fax or Mail the letter to us.

**F) Business Tax Returns:-Please get our APPROVAL first, then send us a copy of your Corporation TRIAL BALANCE in the General Ledger (Income, Expenses, and Balance Sheet information); and we will prepare your BUSINESS Tax Return within 2 to 5 days). According to the IRS & States tax laws, those tax returns are due on or before March 15 (IRC Section 6072).File Form 4868 or Form 7004 on IRS.gov and avoid paying a Late Filing Penalty of $220 and $200 to the State PER MONTH. (There is a Grace Period of 2.5 months after the end of December. Business owners are keeping business Income & Expenses on computer software and they update this data every month (Jan. to Dec.) to operate an Efficient and Profitable business). 

Identity Theft:-We need a copy of your Drivers License or a copy of your State ID. If you are filing jointly with your spouse, we need a copy of your Spouse Drivers License or State ID. The IRS and States need the information on this document to be entered on your tax returns to help combat Identity Theft. We will return this document to you. You can Call the IRS (800) 829-1040 from 7am EST.

Competitors:- We DONT waste valuable time talking about competitors. They are irrelevant!! They are NOT a Competitive Threat to us, and they are not paying us to promote them; so we dont know if they are alive. "We are Mission-driven!!". We are Pre-occupied with Promoting our services in the USA and Overseas and Obtaining and Retaining clients. We get things done quickly and we deliver exceptional results everytime; and we contribute our insights/core competencies to top business publications that promote our services to their readers/audience. Our Clients have all kinds of money and they thank God we had their backs (Excellence of Execution & Clients Satisfaction). Thats empowerment! That is how we earn MONEY. Isnt thats what we all care about? Lets keep it real!!

What clients should know about our Pricing Policy:-

a) Individual & Business Tax Preparation:- Each client is charged on a Case-by-Case basis (Project-by-Project basis) - Click on the link:- "Tax Preparation Fee" and get the details.

b) For Complex projects such as Tax Preparation for the Sale of Real-Estate or Business Advisory Services, each client is charged a Fee that is based on the result that we provide for the client (Performance-based compensation). It is a similar method used by Brokers and Business Advisory Firms. Clients have always gotten what they paid for (Value for money) and, in MANY cases, we have exceeded their expectations.

Monthly Services:- We spend most of our time working with clients that pay us monthly and have monthly engagements/contracts with us. We provide Personal and Business solutions to help them Resolve On-going Problems; and we give them Peace-of-mind. We can set up a monthly engagement with a new client after we hold a discussion with the client and evaluate the clients needs and on-going benefits we will provide the client every month. Clients like the synergy and they usually sign up immediately. Give us a call if you are interested. Monthly services can range from One item to a Combination of several items:- Tax Planning & Advisory; Personal Financial Planning; U.S. Taxation & Planning, International Taxation & Planning, Business Formation & Operation, Estate Planning, and Real Estate Planning & Operation, etc. Clients pay the monthly fee with their check information and/or credit card information on file. 

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Our Business History