There are 3 main reasons to use an accountant instead of software to do your taxes and there are 3 reasons to use Huddleston Tax CPAs specifically.
1. Your individual taxes are more complicated.
If you’ve been reliant on an accounting software, and found that you’ve consistently owed money, it could be the automation isn’t working in your favor. Having dedicated CPAs combing through your taxes means we’ll work diligently to ensure you get the most deductions possible. We do this by asking the right questions and decades of experience.
2. You’ve started a business.
Many start a business under the sole proprietorship simply because it’s the easiest. However, there are myriad savings you’re missing out on by not converting your business to an S Corp. An accountant will walk you through it.
3. You want to save more moving forward.
If you’re seeking an accountant for the first time, it could be due to you wanting to know more; wanting to know why you owe money when you filled out your W2 with the maximum number of withholdings; or why your return was substantial and how you can continue that trend or, better yet, where to invest it.
Huddleston Tax CPAs are an esteemed accounting firm with many of our clients returning to us again and again because of the stellar work we’ve done on their first tax return.
One of the ways, Huddleston Tax CPAs differ from other accountants is, we continue to excel in our attention to detail. We’ve reviewed and amended many tax returns prepared by other accountants and tax preparation specialists, and our clients have seen the benefits of said work first-hand.
Here’s how our process generally works:
- Set up an appointment
Give us a call at 1-425-483-6600 and we’ll set up a short tax consultation to get to know you and financial situation. With COVID, we do offer remote services. - Bring (or email) your documents
To make the most out of your appointment, make sure you bring all the necessary tax documents to your consultation.
Not sure what to bring? Here’s a list of documents that will help us understand your financial situation. This list isn’t exhaustive, but it’s a good start:
Income Documents:
- W-2
- 1099
- K-1
- Real estate and other income verifying documentation
Investments Documents:
- IRAs
- Stocks & Bonds
- Investment property (real estate, gold, etc.)
Expenses & Deductions Documents:
- Receipts
- Transaction lists
- Books & other records
Finally, remember to bring some questions. Consultations do not have a set agenda, so ask whatever you need to and we’ll answer you quickly and honestly.
From there, we’ll follow up with you. There is no obligation to use our services, but you can let us know where you’d like to take things from there. So don’t hesitate to get in touch with us!
Give us a call at (425) 483-6600 or send us an email at info@huddlestontax.com to schedule an appointment today.
Check out our Google, Yelp, and Yahoo Reviews -or- Read our Self Employed Tax Guide
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