7 Point Pledge

Service beyond your expectations. That’s the TaxPlus Pledge.

Everyone at TaxPlus is responsible for ensuring you receive the highest level of individual attention and satisfaction. That begins with a 7-point pledge we follow to the letter. If we ever fall short, tell us and we’ll make it right.

1. Professional Staff

You will be served by a highly experienced team with over 30 years of combined tax preparation and planning expertise. This includes certified Enrolled Agents and an expert tax attorney, all of whom have earned the privilege of representing taxpayers before the IRS. They will represent any type of taxpayer, on any matter, at any IRS office.

2. Individual tax planning guidance and preparation

We will do everything we can to reduce your tax burden, starting with a detailed interview to pinpoint every appropriate deduction. We will also provide you with an organizer to identify and track potential deductions throughout the year, review every return with you prior to filing, and always help you plan ahead for the next tax year.

3. Electronic tax filing and direct deposit of refunds

We will be efficient in preparing your returns, and will electronically file your federal and state returns whenever possible. If a tax refund is due, we can arrange for an Electronic Refund Deposit (ERD) to your bank account, which is faster and safer than other methods.

4. Timely response to the IRS

We will always help you respond to IRS and state letters of inquiry when it relates to a return we prepared for you, and stand by you until the issue is resolved.

5. Audit Representation

We will help you identify, compile, and organize the documentation needed to satisfy an IRS or state tax audit for any return we prepared for you. We’ll also attend an audit on your behalf, and quickly work to resolve every issue in question.

6. Total privacy, confidentiality, and security

We will vigilantly maintain the highest security standards to protect your personal tax information and safeguard your privacy.

7. Year-round support and planning

Even when tax time is over, we will continue to keep you informed on important developments, and personally advise you on how to reduce your tax burden where possible. We’re also available all year long to discuss any tax topics or questions with you.