Tax Preparation and Planning for Small Business, Real Estate Investors and Individuals
Benefits of using Barry J. Kohn, CPA:
1. ONE person to deal with for all your tax filing and tax planning requirements. I do all the work and communicate directly with you, the client.
2. I GUARANTEE all income tax returns from tax preparation errors. As long as you supply your correct tax information to me in writing.
3. I will try my best to return phone calls, emails and texts as soon as possible.
4. I am available throughout the year to help with your tax questions and issues.
5. I assure you strict confidentiality.
6. Privacy and security will be protected at all times, to the best of my abilities.
7. Electronic filing of federal and state income tax returns
8. I specialize in preparing income tax returns for Professional Service Firms – Attorneys, Doctors, Architects, etc., Real Estate Investors and Individuals. Which means I stay current with tax matters and can prepare your income tax returns in a timely, professional manner.
9. I am a tax professional. I have been doing this for the past 20 years. I am 110% committed to income tax preparation and planning.
10. I am easy to talk with and explain complicated tax and financial issues in an easy to understand manner.
11. Fixed fee tax engagements.
12. Prior to beginning all work, I will provide you with a written estimate of my fee.
13. You will NEVER owe me money, for work performed, because all fees are due prior to all work performed.
14. Work will only begin after we have a signed and dated engagement letter.
15. The engagement letter will spell out the terms of our agreement.
16. I will answer your quick tax questions at NO additional charge.
17. I work by appointment only, therefore meeting times can be arranged at your convenience.
18. I offer FREE parking at my office building.
19. Tax saving strategies and recommendations at NO additional charge.
20. Your current and prior years’ income tax returns and information will be stored electronically. Just email me a request and I will email a pdf to you.
21. Newsletters are available on my website.
22. FREE prior years’ income tax return review. Find out if you overpaid your taxes and let me search your tax returns for missed opportunities. Don’t waste your money by overpaying taxes!
23. I sort through all the complicated tax rules that apply to deductions and explain them in easy terms to you.
24. I will let you know if your deductions are subject to any limitations under the law.
25. I will help you figure out what you can deduct.
26. I will help minimize your taxes by using all your available tax deductions and/or tax credits.
27. I will identify all the paperwork you’ll need to support your tax deductions and/or tax credits
28. I will help you resolve tax issues.
29. Filing on a timely basis.
30. Mastery of the massive volume of laws, regulations, exceptions, forms and interpretations.
31. Help in relief from certain tax penalties and interest. Advice and suggestions on how to save tax money.
32. Represent you in front of IRS or state tax authorities – separate engagement.
33. Tax Research begins after a signed tax research engagement letter – separate engagement.
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