I've compiled answers to the most frequently asked questions about my services, helping you better understand how I support your financial goals.
How do you ensure the security of my personal information?
I use a secure, encrypted portal for document exchange and adhere to strict confidentiality standards to protect your personal and financial information.
Can you help me with tax planning throughout the year?
Absolutely! I encourage proactive tax planning to help you make informed financial decisions and minimize your tax liability currently and in the future.
What sets your firm apart?
LC Tax Services specializes in individual tax returns with a focus on investment income and equity compensation. I provide personalized service, extensive experience, and a deep understanding of complex tax issues.
Why should I work with a CPA?
Approximately 60% of paid tax preparers have no professional credential. A CPA must have 5 years of post-secondary education and pass a rigorous exam. They must complete 120 hours of continuing education every 3 years and adhere to a strict code of ethics.
Will you review my prior year return?
Yes, a copy of your prior year return is required when we agree to work together. The prior year return is reviewed to identify any potential errors or oversights.
Can you prepare my business tax return?
LC Tax Services focuses on individual 1040 tax returns. I currently do not prepare entity returns, such as S-Corp, C Corp or Partnership returns. I can assist sole proprietor or single member LLC businesses filed with the 1040.
Can you prepare my state tax return?
Yes, I work with clients all over the United States. State tax preparation is included with the Federal tax return preparation.
Can you work with my financial advisor?
Yes, I enjoy and encourage collaborating with client’s financial advisors.