2007 INCOME TAX PREPARATION

   Full service income and tax accounting services for individual and business clients.  I prepare Federal & State tax returns in all states and all forms !!

    My fees are competitive and are based on the current rates charged by H&R Block !! (It's a competitive market)  Most of my clients feel that they have an edge when I prepare their taxes.  I think of preparing my client's taxes as a logical conclusion of my financial planning practice. Each year, many of my new tax clients become financial planning and investment clients.

    I don't have a boss, breathing down my neck.  I don't have quotas, and I don't rush customers through my office.  Anything worth doing is worth doing well. This means that I often spend extra time with my customers developing case data; that otherwise might be overlooked in an assembly line, rush as fast as you can, tax practice !! More often than not, the extra time is well worth spending, getting to know a client !! 

I have 38 years of experience serving my clients, not one years worth of experience 38 times !!  I think there is a difference.  I suppose it all depends on what you are looking for.

 My best salespeople are current customers !! Quality work and word of mouth are my best advertising   !!

 Here are what a few of my customer's have had to say:

"Bill, thank you so much for what you do. Especially for what you do that I never asked you to do. You are amaizing !! (Stan)

"Bill Thanks a lot !!  I'll never do my own taxes again !!  WOW  !!" And your fees have been very reasonable.

"Bill I couldn't believe how much the software, I have grown to rely on, was actually costing me !! I guess that the software was not as smart as I thought it was... What a surprise !! Thank you very much !!" (Chuck)

"Bill thank you for catching the mistake that I made figuring my capital gain for last year.   The extra $500 bucks turned out to be an unexpected bonus !!  Thanks again (Charlie)

"Bill we are very happy with your tax prep fees. We'd have paid twice as much for your services, so that Charley doesn't have to tie up the dining room for two weeks each year, with papers all over the table. He used to sit there and pull his hair out of his head  and make everyone miserable." He always got a letter from the IRS about some mistake on his schedule "D", every summer !! What a relief you have been for us !!  Thanks Bill !! (Andrea)

"Bill you have certainly convinced me, that you are the right guy, for my small business tax preparation !!  Your services are actually a lot more comprehensive!!, The best part is that your bill was $300 dollars less than the CPA that I used last year !! As it turned out your were able to re-file last years' return and get back another $4,000 dollars because of deductions that the CPA said I couldn't take !!  Fantastic, Bill !!  Thanks again !!" (Michael)

On the first interview with a new customer,  I asked him why he was having me prepare his tax returns, when it became very clear to me that he was more than well qualified, to do his own, as a CFO for the biggest local RE Management Company.  His reply "I know other people that come to you, and they recommend you highly, for all of your work, not just taxes. Plus, I did so much trading this year, I don't want to make a mistake reporting my investments !!"  Good job. Bill !!  I'm happy not to have to try to become a tax expert in a couple of weeks, each year.  I feel really comfortable paying your fee to know that things are done right !!!  You can count on seeing me every year from now on !! (William)

If you drive by my income tax preparation office on the way to work, then you know where I am behind Paradise Valley Mall.  If you need directions, here is a map !!  Copy it to your computer, or print this page !!  Better still, get door to door directions from Expedia.com.

    My local hours are by appointment, You can come in almost any time during extended business hours 8:00 a.m. to 9:00 p.m. Monday / Friday, during tax season. Just give me a call to make an appointment. I am open on Saturday and Sunday from 12:00 p.m. to 6:00 p.m. You can call or e-mail for an Appointment, to arrange this year's meeting !!  If you find it more convenient, you can drop off your tax documents at the office door, in the in box !! This will save us both time.  No matter how you get your information to me, I'll call you with any prep questions and let you know when they are ready to be submitted. You can review your completed return online for approval.

    If you are USPS client, then send your valuable papers (copies if you are smart) in a PRIORITY FLAT RATE envelope. I get it in 2 days from anywhere in the continental US. If you are abroad, please use comperable postal service, with tracking and delivery confirmation. Even if you live accross town, you can use the mail. It's quick, convenient, and I pick up the postage. If you can FAX or E-mail your information to me, your tax prep gets done in minutes, not days. It's up to you. 

    If I prepared your tax returns for 2006, and you would like to have a 2007 organizer mailed or e-mailed to you, just drop me a line or send me an e-mail at: bland@acf.com,  and give me a clue.  If you are a new customer, call and leave a message or use email.  Please don't forget to give me your home address and phone number, along with your e-mail address, and I'll get a current organizer form out to you !! 

    This is the last year that I will give notice that:  "I will not participate in the Intuit, professional advisor program again."  I got really sick of giving instructions on how to run their software and not on income tax matters. 

   Again this year Iwill be a direct provider for the IRS e-file program. Last year, Federal refunds averaged 8 days and State refunds averaged 3 days. The current IRS newsletters are estimating that Federal refunds this year may run as quick as 5 days. (They were accurate last year !!) There is actually a chart.....<<<CLICK HERE>>>...    (It says 8 days) 

    Don't be stupid. Refund Anticipation Loans are expensive. Fees for RALs can be horrible, and are simply a gimmick. Many young people are taken advantage of. Just file early and use direct deposit !! 

    I will be offering special State Income Tax preparation for New York and California, and all municipalieies in OHIO.  You will find me as a recommended provider by most State DORs where I practice, and by the IRS. Check their websites for more information.

    Many client's liked the new Fee Collect services last year, so it will be available to all client's this year.  It's simple, the IRS pays me your tax preparation fee, right out of your refund. You get your refund just as quickly, but don't have to worry about paying me if you have a refund. I like that because I get paid and you have no out of pocket cost, your refund pays for your tax prep !! (Not Bad !!)

    Again, if you have any questions, please call,  Toll Free: 888-533-APEX (2739).

    Thank you in advance for your consideration.  It is my pleasure to serve all of your  financial planning needs, especially tax preparation, this time of the year  !!!

; >)

Some tax practioners have commented bout my plain vanila web site. They actually liked it.  I hope you do too !!!  Look around !!!