Think for a moment what a CPA has on a client. In addition to social security numbers for the entire family, birth dates, income from all sources, bank account numbers, investment accounts and balances, we also have credit card information, and all filer’s drivers’ licenses. We frequently have usernames and passwords into various financial accounts too. Vicki, a new client, came to our office prepared with her 2017 tax information as well as copies of her 2014, 2015, & 2016 tax returns. We found a mistake in the 2016 tax return where the CPA did not include a Net Operating Loss. We reviewed the 2015 and 2014 returns and discovered the CPA for those two years did not use depreciation on rental property. Between the three year’s returns, Vicki had lost $9,000 in tax refunds. Killingsworth Spencer was able to help Vicki get the refunds she deserved.
We are a great referral for your local family and friends who need a trusted and competent tax advisor and preparer. After payroll, IT services and data protection is our largest expense. We value our client’s information and are very diligent in making sure our clients to not leave money in Uncle Sam’s hand in error.
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HOW WE MIGHT BE ABLE TO HELP YOU
IF YOU LIKE WHAT YOU HEAR
WE WILL REVIEW YOUR DOCUMENTS
WITHOUT COST OR OBLIGATION
TO SCHEDULE AN IN-PERSON MEETING OR PHONE CALL
CALL Lynn Spencer
TO RECEIVE YOUR NO OBLIGATION
30 MINUTE CONSULTATION,
We can schedule Saturday appointments if necessary
Appointments available between 10am and 4pm
(For more details see the following link)