The Registered Tax Return Preparer credential is not an endorsement by the IRS. It confirms to the public that competency was established through IRS examination and that a background check was satisfactorily completed. Continuing education is required to maintain the credential. In 2014 the IRS established requirements for a new voluntary program to recognize tax preparers committed to continuing education, the Annual Filing Season Program.
Tax preparation services for individuals, sole proprietors, investors and retirees since 1977. Specialties: clergy tax preparation and guidance for charitable gift planning.
Federal and state electronic filing is at no cost. I do not offer or recommend refund anticipation loans. I do not offer or recommend receiving your refund on a debit card.
Billing is hourly, not by the form, almost always resulting in a lower fee to clients. Relocated to Sarasota, Florida (Manatee County) from Cleveland, Ohio in November 2010.