Futures are at stake – money could be lost. Families are often nervous or scared when IRS letters arrive.
We help people protect what they have saved from IRS penalties or interest and make certain that their taxes are the lowest possible.
San Francisco, CA
We easily and quickly communi-cate each year by email. Family Tax files my income tax return electronically.
"When I left Florida and moved
to California, one of the big shocks was the size of the California state income tax and how strange the rules were. Every year I mail you my
records - including my self employment activities - and shortly thereafter receive a telephone call from you with questions and/or suggestions on
how to keep my state and federal taxes at a minimum. We easily and quickly communicate each year by email as well. Family Tax files my income tax
return electronically. It's a stress-free way to 'do taxes' with a long-standing professional in whom I have utmost confidence."
Boca Raton, FL
My husband died unexpectedly during the last week of the year. I subsequently learned that the financial records for both
family businesses had not been worked on.
"My husband died unexpectedly during the last week of the year. I subsequently learned that the financial records for both family businesses
had not been worked on since the prior year. Somehow you prepared the financial records, then completed both business tax returns plus our
personal tax return. Everything was submitted on time.”
Boca Raton, FL
SERVICE with an exceptional understanding of my Complex Portfolio and Tax-related Investments
Duane is the only accountant I’ve had in these many years who is worth my gratitude and recommendation.
“Without prompt action and call-back, tax preparation is worthless. I’ve never been so impressed with an accountant or
this highly organized office. But frankly, what sets you apart is service with an exceptional understanding of my complex
portfolio and tax-related properties and investments. Duane is the only accountant I’ve had in these many years
who is worth of my gratitude and recommendation. In fact, anyone with investments should RUN to this tax and accounting firm.”
Deerfield Beach, FL
You applied a little-known tax law related to income-averaging...
"What a surprise...
I expected to pay hundreds of dollars and instead I received a refund of almost $4,000 because you applied a little-known tax law
related to income-averaging."
Roswell, GA
Since leaving
Florida we have needed Georgia, Indiana and Ohio state income tax returns filed as well as federal income tax returns.
“Since leaving Florida we have needed Georgia, Indiana and Ohio state income tax returns filed as well as federal income
tax returns. All these were complicated by movings and the related buying and selling of our homes. Your tax help and advice
saved us many, many tax dollars."
Hollywood, FL
You out pointed out the many deductions we had missed and the result was that we now receive refunds.
"Until we hired you we always
had to pay. Not only that but one year we were audited and (a national tax chain) did not show up as promised. All we could do
was tell the IRS agent was 'We are at your mercy'. We then hired you and how things have changed. You out pointed out
the many deductions we had missed and the result was that we now receive refunds. How nice it is to have an accountant
who really cares about us."
"When I left Florida and moved
to California, one of the big shocks was the size of the California state income tax and how strange the rules were. Every year I mail you my
records - including my self employment activities - and shortly thereafter receive a telephone call from you with questions and/or suggestions on
how to keep my state and federal taxes at a minimum. We easily and quickly communicate each year by email as well. Family Tax files my income tax
return electronically. It's a stress-free way to 'do taxes' with a long-standing professional in whom I have utmost confidence."
"What a surprise...
I expected to pay hundreds of dollars and instead I received a refund of almost $4,000 because you applied a little-known tax law
related to income-averaging."
"Until we hired you we always
had to pay. Not only that but one year we were audited and (a national tax chain) did not show up as promised. All we could do
was tell the IRS agent was 'We are at your mercy'. We then hired you and how things have changed. You out pointed out
the many deductions we had missed and the result was that we now receive refunds. How nice it is to have an accountant
who really cares about us."