My Personal Tax CPA
For our new clients, the first meeting with us will be to get to know you better and understand your goals, collect all relevant tax documents if you aren't sending it through Secure File Pro. Unlike other national tax preparation firms, we do not complete returns during the initial meeting as a quality control measure. This allows us to leave an additional time to conduct a final review of your returns. We don't believe in pounding out returns to gain extra revenue unlike other places because our most important goal is to ensure that we have taken care of our clients.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Tax Preparation Services
- Pricing
- Expatriate & Foreign Taxes
- Cryptocurrency
- Accredited Investors
- LLC or Entity Formation
- Quarterly Estimated Tax Payments
- Resident and Non-Resident Alien
- Equity Tax Strategy
- Multi-State Returns
- Military
- Content Creators & Influencers
- Green Energy Tax Credits
- Testimonials
Sentiment Analysis
He guided me on the documentations to track and file as I was dealing in crypto investments and needed professional advice on filing gains/losses properly.
They are always quick to respond with any questions and turning around information that you need.
His attention to detail is first rate, and he's quick to follow up with a phone call to answer any questions.
He's a pro when it comes to sorting out complicated tax issues (I had a cross border tax situation I needed his help with).
Communication turnaround has always been quick, information accurate and insightful with convenient, good service.
Do yourself an enormous favor in the next tax season and hire My Personal Tax CPA LLC to prepare your filings.
He is fast, knowledgeable, responsive to our questions, and caught things the popular programs missed.
He helped resolve an issue where my taxes we're incorrectly being paid to the wrong state after recently moving.
The professionalism, deep knowledge, and guidance through fairly rare (for me) and complicated situations is extremely valuable.
His online portal makes document sharing super easy and he is EXTREMELY responsive year-round.
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