Along with convenient service, you deserve to be confident about your taxes and that is why we developed our Triple Check Process.
While many tax firms have a single preparer or perhaps offer a secondary review, three members of our highly trained Worth Team will check your return to make sure every possible credit and allowable deduction is accounted for.
Result: Lowest possible tax, maximum refund, and a feeling of confidence that lasts throughout the year. As a matter of fact, we are so confident about our accuracy that if we make a mistake, we will pay your interest and penalties.
Introduced in the 2009 tax season, our Guaranteed Pricing policy provides clarity and peace of mind.
In a few short minutes on the phone, we can provide you with a competitive, guaranteed quote. Unlike the tax firms who low ball their fee initially and increase it after it is too late, with us there are no surprises. Simply provide us with some basic information about your taxes, and we will provide a guaranteed quote on our tax preparation fee.* Have peace of mind in knowing your fee in advance!
*Fee may differ from initial quote if information provided by client is inaccurate.
Our client discounts offer a unique opportunity for both new and existing clients. New clients receive a $50 gift card, while existing clients can save money through our drop-off, referral and extension programs.
You may qualify to receive 10-15% off the cost of filing your return by filing an extension. See your preparer for details.
*This offer cannot be combined with the New Client Discount or the Drop-Off discount. Other exclusions may apply.
Mail in or drop off your tax documents and conduct your interview via telephone for a $35 discount.
*This offer cannot be combined with the New Client Discount or the Extension Discount. Other exclusions may apply.
Refer Your Friends
Receive $250 for every three referrals that you send us. For one or two referrals, you will receive $35 for each.
*Referral checks will be sent out after all referrals have paid for their current year tax returns. Referrals cannot be children or prior clients. Individual income tax only. Other exclusions may apply.
New Client Discount
New clients will receive a $50 American Express Gift Card after we have completed their 2019 tax return.
*This offer cannot be combined with the Drop-Off Discount or the Extension Discount.
Individual income tax only.
Other exclusions may apply.
Receive a FREE Gift
We can't tell you what it is here. Go over to CorporateTaxReturnPrep.com and read the page, you will find a coupon to download.
*This offer cannot be combined with the $50 Gift Card offer and applies to new C Corp, S Corp, LLC and Partnerships income tax only. Other exclusions may apply.
Make Life Richer, Less Taxing
Tax minimization is just the beginning of a holistic approach to ensure your long term success and well-being. Whether you are planning for retirement, preparing for education expenses or building your business, our comprehensive services include best-in-class financial and insurance programs to ensure you have the right portfolio to match your specific needs.
Our Financial Center Offerings Include:
Wealth Accumulation Programs
Education & Retirement Planning
Life, Disability, and Long-Term Care Insurance
Employee & Executive Benefits
Exit & Succession Planning