Tax Preparation Services

We have been doing our taxes with Jim for over 10 years. Last year I got a notice from the IRS that there was an error on our taxes for one of the previous years we had filed. It appeared Jim did not include the sale of our home even though we had given him the papers to do so and he did not report a distribution we had made. I went to Him last summer to correct the error. He charged me an additional $50 to fix. I paid him but decided since most deductions went away I would file my taxes myself this year. Using Turbo Tax I discovered he still did not make the necessary corrections I paid him to fix last summer. I decided to take all of the filings to a CPA to review. The CPA discovered that Jim did not file form 5405 showing sale of home and repayment of remainder of first time homebuyers credit and reported The distribution as taxable when it is not. I brought the issues to Jim’s attention and he refused to take ownership of the issues or reimburse us the $250 he charged us.nJim’s response was “I am sorry you feel that way but we reviewed those in detail when you were here”. For those of you that have used Jim in the past you know that after he prints your taxes he collects your money and does not review in detail with you. He also stated “Take whatever action you feel you need to take”. So to anyone using Jim currently or planning on using him, note he will not support you if he makes any mistakes and he will certainly not take ownership of any mistakes he makes. You are better off using Turbo Tax at least you have audit support if needed and they are half the cost of his services!

Fantastic people and I got my taxes done quickly and effectively. They e-filed for us and we are expecting a nice return. Jim is the best!

Extremely professional group. I look forward to working with them for many years to come.

Jim is awesome - he does a great job, gets me the maximum refund and is super personable. Highly recommend.