The people who prepare your return
You are assigned one preparer who owns your file from the first call to the day it is filed — and a second qualified reviewer who checks their work before it reaches you.
Who works on your return
Every return is prepared by a qualified tax professional and independently reviewed by a second before it reaches you. You are told who your preparer is when your file is opened, and you deal with that same person throughout.
Every preparer holds an active Preparer Tax Identification Number (PTIN) with the IRS and signs the returns they prepare. If you would like your preparer’s credentials confirmed in writing before you engage us, ask and we will send them.
Representation before the IRS
Responding to a notice, handling an examination or negotiating a payment arrangement is not the same as preparing a return. Only a practitioner authorised to practise before the IRS may file a Form 2848 power of attorney and act for you in those matters.
Where your matter requires that, it is handled by a credentialed practitioner holding the necessary authorisation — which is why we can take on audits and notices for returns we did not prepare. If you want to know who will be acting for you, and under what authority, before you sign anything, ask and we will confirm it in writing.
Cross-border work
Returns involving India, the UK and other jurisdictions are allocated to preparers who work on them constantly and who read a Form 16 or a Form 26AS as fluently as a W-2. That familiarity is what stops foreign income being reported twice, or missed entirely.
How work is allocated
You are matched to a preparer by situation rather than by whoever is free. Cross-border returns go to preparers who do them constantly; business returns go to preparers who work in books all year. Everything is then reviewed independently by a second qualified person before it reaches you.
What working with us is actually like
Reviewed twice, every time
One preparer builds your return and a second qualified reviewer checks it independently before you ever see it.
A real person who knows your file
The same preparer from your first call to the year you sell a house and need advice. You never re-explain yourself.
We answer in October too
Filing season is when most firms disappear. IRS letters, mortgage copies, planning questions — reach us year-round.
Nothing filed without your approval
We walk through the finished return with you line by line. It only goes to the IRS once you say so.