Heights Financial Services - income tax, full service bookkeeping, electronic filing services

Income Tax Services

We have dealt with all walks of life, whether you are married, separated, divorced, single parent, have dealings with real estate properties & investments and many other situations.  We calculate all tax credits that would apply to your situation.  Working together to lower your overall tax liability to the lowest possible level. 

The question everyone asks  "How Much Do You Charge?"

As you might have guessed, it depends. Some tax returns are very simple to prepare, some are very complex requiring numerous hours to complete.  In order to give you an exact price quote, we need to see your paperwork and find out what services you need. However, you can be assured that HFS is 100 percent committed to providing you with outstanding value year after year. We consistently beat the competition's “big block” fees by $60 to $75 per tax return.  We respect your money and we want to EARN our fee by saving you money every time you visit our office. We try save you money with our knowledge of tax law, and we also try to save you money on what you pay to get your taxes done. Compare our prices to anyone, we stand by the value we deliver.  Before you choose the cheapest place, you might want to ask what kind of value you're getting for your money. Is it worth saving $25 on your tax prep fee if the value isn't there?

We spend the entire year preparing for tax season, building up the knowledge required to provide you with extraordinary service at tax time.  As a CPA, I am required to spend at least 44 hours of Continuing Professional Education just to maintain my license.  We definitely want to give you more than you pay for but we are not looking to compete primarily on price. We are looking to compete on service, and then the good price is an extra bonus.

What to look for in a tax preparer

  • Check the person's qualifications. Ask if the preparer is affiliated with a professional organization that provides its members with continuing education and resources and holds them to a code of ethics. New regulations effective in 2011 require all paid tax return preparers including attorneys, CPAs and enrolled agents to have a Preparer Tax Identification Number.
  • Check the preparer's history. Check to see if the preparer has a questionable history with the Better Business Bureau and check for any disciplinary actions and licensure status through the state boards of accountancy for certified public accountants; the state bar associations for attorneys; and the IRS Office of Professional Responsibility for enrolled agents.
  • Find out about their service fees. Avoid preparers who base their fee on a percentage of your refund or those who claim they can obtain larger refunds than other preparers.
  • Make sure the tax preparer is accessible. Make sure you will be able to contact the tax preparer after the return has been filed, even after the April due date, in case questions arise.
  • Provide all records and receipts needed to prepare your return. Most reputable preparers will request to see your records and receipts and will ask you multiple questions to determine your total income and your qualifications for expenses, deductions and other items.
  • Never sign a blank return. Avoid tax preparers that ask you to sign a blank tax form.
  • Review the entire return before signing it. Before you sign your tax return, review it and ask questions. Make sure you understand everything and are comfortable with the accuracy of the return before you sign it.
  • Make sure the preparer signs the form and includes their PTIN. A paid preparer must sign the return and include their PTIN as required by law. Although the preparer signs the return, you are responsible for the accuracy of every item on your return. The preparer must also give you a copy of the return.