Now that Labor Day has passed, the big national tax
preparation chains are starting to amp up for tax season.
(Well we are, too. But our marketing budget is much lower,
so you may not notice nearly as much.)
Those large companies are not yet casting their large nets
as they fish for schools of new clients. They remain active, though, and are
now looking for their next batch of tax professionals to prepare tax returns.
That’s right, someone who is only now starting to learn
about tax law could be preparing your taxes in four months. And I even came
across a program where they can learn all they need in a single week!
I do not want to degrade these companies or their workers,
as I never begrudge anyone how they make their living. I do, however, believe
that this system should not engender the most customer confidence.
In my opinion, taxes (and maybe all businesses) are best
done with a bit of a personal connection. We have clients who come back to us
year after year and this allows us to understand their situations and appreciate
who they are beyond the numbers on their tax returns. We want to help them, and
we want to help them so much that we see them again next year (and with the
best clients, that next meeting won’t even take a year).
I believe there is a level of comfort and confidence bred in
those types of relationships that cannot be matched in a situation where you
walk in and wait for the next available representative. And to imagine that
that representative may only be a few months into the job, well, we can also
provide more experience than that. Our commitment to taxes is yearlong and has
run for many years.
All of these thoughts come with a clear bias. When it comes
to my finances, though, I know which situation I would rather embrace. And when
clients make the same decision, we are committed to making them realize they
made the right choice.
* * *
As a little bit of an addendum to the above, here is a
slight story about how confusing the IRS can be, and how navigating their rules
can be difficult:
News
came out last week that the IRS was going to make information about Offers
in Compromise available online. You know, that newfangled place where
information is starting to be put a lot.
A little background may be necessary for those who are not
familiar with the subject. Offer in Compromise is a program through which those
with outstanding tax bills can work out a deal to settle the debt for a lower
amount.
Those OICs that were accepted have been public record for
decades, but were only accessible to those who were
willing to put in some effort. This is because the IRS would create a hard copy
and then ship it to one of seven locations around the country. If someone then
wants to view the file, they still have to make an advance appointment.
Yes, this is not an agency that makes things easy. We,
however, like to make things easy for you when it comes to your dealings with
it.
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