Knowledgeable, Professional and Affordable
We offer fast, affordable and convenient preparation of individual, corporate and partnership tax returns. After you have accepted our fee quote, you submit your tax information to us on either our secure Web organizer, called Tax Notebook (for personal returns), or with your QuickBooks file. We will prepare your return and submit it to you for your approval. After you review and approve a PDF copy of your return, we will electronically file your return, if eligible, or arrange to paper file prior year returns. If a paper return is filed, we will deliver, by priority mail or UPS, your laser printed tax returns with instructions and envelopes. Please look through our Client Testimonials.
Here's How It Works
Please review our Fee Schedule and Service Pledge before you begin. Then, for personal returns, go to our Fee Quote Request page to provide information necessary for an exact fixed fee quote. After completing the questionnaire, you will receive a DocuSign engagement letter from us, outlining your filing options, the general forms required in your return, and providing our fee for the engagement. For corporate or partnership returns, please call or email Gary at 952.224.2888 (Option #1) or firstname.lastname@example.org.
No Obligation Fee Quote
There is no obligation if the fee quote is not acceptable. If accepted, we ask for 25 percent of the fee as a retainer before work is begun. You will then receive access to our secure and private on-line tax organizer, called Tax Notebook, where you will provide your specific information for the tax return. We will proceed with the preparation of your tax return only after you have authorized us to do so with a signed DocuSign engagement letter.
Internet Tax Notebook
Tax Notebook is much more than just a web-based tax organizer – it ensures you never overlook important tax data and is much easier to complete! Completing your Tax Notebook is easy! You simply link to the individual Tax Notebook that I designed exclusively for you, answer all questions and complete relevant sections of the Tax Notebook online. When your Tax Notebook is complete, you can print a copy for your own records, and then submit your tax information to me with just the click of a button! Your information is always secure and will not be seen by anyone but the tax professionals at our firm.
We Pledge Total Satisfaction
The balance of our fee will not be charged to your credit card until your e-filed return is accepted by the IRS, or you have reviewed your printed tax return and are completely satisfied with our service.
CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients. Of course, GW Carter, Ltd. has always protected your right to privacy with professional standards that are even more stringent than those required by law. In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis. Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as CCH Inc. and Thomson Reuters, the vendors providing us with our tax compliance software.
We offer a broad range of services for business owners, executives,
and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (952) 224-2888. We'll be happy to offer you a free initial consultation. Thanks for visiting!