Your Skilled Tax Preparer in Westerville
Unfortunately, many individuals put off getting professional tax preparation assistance because they think it's only reserved for businesses. However, our tax preparation services are ideal for anyone who wants to take advantage of tax season while reducing their taxable income. At Perks Pusateri & Company CPAs, we're privileged to offer time-tested individual tax preparation to Westerville and Pataskala residents. Whether you need help making the most of your deductions or amending previous returns, our CPAs are here for you.
One of the hallmarks of our firm is the adaptability of our services. We can help you either in person at our office or remotely. Rest assured that you'll still receive a close level of service if you opt for remote assistance. Contact us today to speak with a CPA for your consultation and find out how our firm can help make tax season less stressful and more productive!
Pataskala: (740) 927-0991 Westerville: (614) 392-7800 Delaware : (740) 369-0414
Providing Excellent Tax Assistance
At Perks Pusateri & Company CPAs, we never want you to feel like you're not being given the respect and attention you deserve. That's why a defining feature of our office is that we value your business and provide close, personal service throughout the year. Whether you have a question about your latest filings or you'd like to know more about a recent tax adjustment, our friendly and punctual tax preparers are here for you.
When you initially meet our team, we'll review your previous years' tax returns. Our team will look for potential mistakes like missed tax deductions or miscalculations that we can help you amend. From there, our tax consultants will use your finances to fill out any necessary forms and schedules. We'll also ensure that any deductions, like IRA contributions and charitable donations, are correctly applied to your returns. Finally, we'll sit down with you to review your returns before we send them to the IRS and state.
Helping You Avoid Costly Mistakes
Our firm understands the significance of tax preparation mistakes and strives to help you avoid them altogether. Even one misstep during the filing process can prevent your return from being processed for weeks or months. Additionally, you can incur fines and penalties from the IRS and state for mistakes. Our individual tax preparation services use efficient step-by-step processes to help reduce the chance of costly mistakes, some of which can include:
Missing deadlines: When you miss a state or federal tax filing deadline, our team can submit a filing extension for you. However, if the deadline passes and you do nothing, the state and IRS can start adding interest to your total outstanding amount.
Failing to report additional income: When you fail to report additional income to the IRS, like income from freelance work, your tax refund may be artificially too high or low. We'll work with you to ensure that all sources of income are reported to the state and IRS.
Selecting the wrong status: Your tax filing status is crucial in determining the rate at which your income is taxed. When you file your taxes with the wrong status, it can negate some of your tax deductions and result in your returns taking longer than usual to process.
Individual Tax Preparation FAQs
At Perks Pusateri & Company CPAs, we never want you to have unanswered questions. That's why our communicative and friendly team is here to answer any of your questions. Some of the most frequently asked questions about our individual tax preparation services include:
Should I keep my receipts throughout the year?
Yes. Receipts are one of the primary ways that you can qualify for tax deductions. Moreover, the IRS requires that you produce proof of whatever deduction you're claiming, and having physical documentation is the best way to ensure you don't miss out on it.
How do I get my tax documents to you?
You can bring us any tax-related documents, like receipts and bank statements, in two ways. You can physically drop them off at either of our office locations or upload them through our secure online portal. Through the portal, you can upload and access them safely 24/7.
Can you assist me with tax planning?
A crucial component of our tax preparation services is that we'll provide you with valuable tax planning tips throughout the year. Depending on your unique financial goals, we'll help you create detailed and efficient tax planning strategies to help you reach them.
Your Reliable Individual Tax Preparer
When you work with Perks Pusateri & Company CPAs, you can expect to receive the exceptional level of service and attention you deserve. Our Westerville individual tax preparation services combine technical knowledge and operational skills to create a one-of-a-kind tax experience from start to finish. We look forward to showing you the difference we can make during tax season. Call us today for your consultation and get the help of our tax preparers today!
Pataskala: (740) 927-0991 Westerville: (614) 392-7800 Delaware : (740) 369-0414
