So why not let us take care of it? We make tax season easy and smooth for you so that you can sit back and relax until all you have to do is review and sign. You can expect:
Not one of those? No Problem! We got you covered as well!
Digital Copies/E-filing – We provide complimentary digital copies of tax returns and source documents to our clients at no additional cost, available from any browser or cell phone via our secure portal and App. And since we are striving to become as paperless a tax firm as possible, we will be e-filing your state and federal individual tax returns as well.
Client Portal – Our secure client portal allows for digital downloads, uploads, e-signatures and return review all from the same login. Our integrated Client Collaboration Center allows us to securely transmit documents and receive signatures so you no longer have to share secure information over email.
Audit and Notice Protection – Starting in 2024, every individual tax return we prepare includes Federal and State Audit and Notice Protection from Tax Protection Plus built into the return price. The cost to hire a CPA or EA to assist in an audit from the IRS would exceed $5000 even for the simplest of audits so this benefit cannot be understated.
Accuracy Protection Guarantee – If we prepare your return and we make a mistake, we’ll fix the mistake at no cost to you. You may be required to pay any tax assessed as required but we will also attempt to remove the penalties and interest based on all available methods (First Time Abatement or Reasonable Cause are most common) and if we are unsuccessful then we will reimburse you for these costs.
MFJ vs MFS Comparison – Ever wonder if the “marriage tax” is hurting you or helping you? On every individual return we prepare we review the difference on whether you would be better off filing jointly or filing separately with your spouse. If filing separate is the best course of action, we’ll discuss your options and provide you the information necessary to make the best determination for you and your family.
Prior Year Return Review – On every return we prepare, whether its a new client or returning client, we always review the prior year return for accuracy. If you’re new to Lipsey and Associates and we find an error – we’ll offer to fix it for you at a discounted cost or provide recommendations to you on what, if any, action we think is required. We also review our own returns from prior years to make sure we didn’t make a mistake… if we did then we’ll amend it to you for no additional cost and will cover any additional penalties and interest that accrued because of our mistake.