Our Approach
Our ultimate goal as a tax consultants/accountants at Jonasson and Co Tax Preparation is to be as efficient as possible in collecting relevant tax information so we can accurately prepare tax returns that will maximize your tax savings. I would like to take a few paragraphs to briefly describe how we strive to reach this goal and our process.
Every client has a different tax situation and personal record keeping routine (or lack there of). Depending on your situation we figure out how to tackle the task of collecting the information and getting it all into a usable format. Over the years we have picked up many avenues to achieve this and easier ways of obtaining missing forms. Once the information is all there, it is our job to use all of our experience and education to accurately prepare the returns taking advantage of all qualifying credits and deductions.
Every year we attend many hours of continuing education classes to stay up to date on changing tax code. I (Forbes) have also been fortunate to be involved with a high volume and very wide range of tax forms and processes. The wide range of tax issues that I can prepare include timber tax, personal property tax, offer in compromise, audit, installment agreement, EFU property tax maintenance, as well as personal, estate, gift, fudiciary, corporate and partnership returns.
Using our knowledge and all of the tax figures, the tax return is then prepared and later reviewed by a second party. After the review, the return then comes back to me (Forbes) for a final review for accuracy and assessment for any tax planning strategies or advice for the next tax year. At this point we bring the client back in for their own personal review of the return, a signature, and to discuss any strategies or thoughts. You, as our client, are very important to us. We always endeavor to prepare your returns as accurately as possible to ensure that you never pay more tax than is required. Our office follows procedures to make sure that our work is checked for accuracy and quality. We also are available for any tax planning for the clients needs. From our feedback and client base growth we have found this process and ending product to be very appreciated and desirable. Please feel free to contact us today with any questions.
