INDIVIDUAL

How does a CPA firm impart value to an individual requiring the service of tax return preparation? We have a plan....

Close your eyes and dream with us for a moment...imagine it’s February 5 and you have received what you think is “everything” for the preparation of your individual tax returns. You sit down to begin organizing your documents. How do you feel? Happy? Content? Confident? I sincerely doubt it. You may even need a glass of wine to get through everything.

At Godwin & Associates, CPA we have learned that our clients dread the process of gathering tax documents. Who doesn’t? In order to make your lives easier, we offer a session whereby we will sit down with you and organize your tax return information in advance of preparation. It’s a personalized meeting, one that you schedule with Meghan Godwin, where she guides you through the necessary documents that we need in order to prepare a complete and accurate tax return for you. She will utilize a checklist prepared based on your prior year tax return; organize your documents in the order preferred by our office for data input; scan them while you wait; then return the originals to you before you leave. What could be easier?

We do this for our business clients, so why not for our individual clients? And if you still want some wine, just let us know. We can provide that, too....

Take a look at our three new service options for individual tax clients and let’s discuss the right option for you. As our business model has changed, we have developed these three options for very specific reasons:

Premier
Elite
Choice

Clients are finding that more and more tax notices are arriving in their mailbox. We spend a great deal of time researching tax law, conversing with IRS or state department of revenue agents, and drafting appropriate responses. These services are valuable to you, and with our Premier and Elite service options, we will prepare these responses for you as part of your tax return preparation engagement. THIS DOES NOT INCLUDE REPRESENTING YOU IN AN AUDIT. AUDIT REPRESENTATION FEES WILL BE QUOTED SEPARATELY AS NEEDED.

In the wave of reduced interest rates, and some clients availing themselves of the available homes in our area, we have been called more than ever recently to provide valuable tax information to mortgage lenders and banks in order to assist a client in closing a mortgage deal. This is another valuable service and is included as part of our Premier service option at no additional charge.

Should you opt for our Choice service option, please know that we will still prepare IRS or state tax notice responses, and we will also send your tax return data to a mortgage lender or bank. However, since those valuable services aren’t included as part of the Choice service option, those a-la-carte services will be charged separately when the work is requested. A quote will be given to you via e-mail, and when you accept, then we will perform the work. However, as with any bundling of services, those individual charges will be higher when purchased a-la-carte. Please keep this in mind when deciding which option is best for you.

Lastly, please remember that a digital copy of your tax return data will be readily available to you should you wish to send that information directly to your bank or lender. We will only be involved if you want us to be.

No matter our level of involvement with your individual tax preparation needs, we are confident that we can impart value to you.