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Starting out right and staying
on track: During your first visit to TCG Financial
Services, Inc., an TCG tax professional will examine your
prior years' tax returns and conduct an interview structured
to determine how we can serve you best. Once we have reviewed
all the necessary information, your TCG tax professional will
make recommendations about filing status and strategies to
minimize your tax liability and prepare your returns. Your TCG
professional is available throughout the process to discuss
tax planning opportunities and answer your questions you may
have -- and our partners are always accessible, should you
require more sophisticated advice.
Quality counts: At TCG Financial
Services, Inc., we take pride in the quality and accuracy of
the tax returns we prepare. That is why every tax return --
whether its is prepared by an TCG partner or staff accountant
– receives an independent review by an individual with
substantial experience in the area of taxation. This
quality control mechanism ensures not only the technical
accuracy of your return, but also its responsiveness to your
unique tax planning needs.
Year-round counsel: We don't shut
our doors when tax season ends. Throughout the year, TCG takes
an active role in your personal financial planning. We'll
apprize you of new opportunities stemming from changes in the
tax laws, help you plan long-range tax strategies, analyze the
potential tax impact of investment decisions and make
effective personal wealth management decisions.
High-tech help: Each year, TCG
provides all our clients with a tax organizer, which can help
them identify and monitor the information and documents
required to prepare their tax return. Now, we also offer a
special Tax Notebook (click to preview), which enables you to
use your home computer to efficiently organize tax records,
reduce the chance of overlooking a legitimate deduction or
other tax-saving opportunity, and minimize the cost of
preparing your returns. With the introduction of Tax Notebook,
TCG can meet the comfort level of all other clients -- whether
they keep their receipts in a shoe box or on a computer
drive.
Good advice has cost-benefits: To
find the true cost of TCG's tax
counsel, you must balance our fees against the tax-saving
opportunities you might miss by preparing your own returns or
employing a less qualified professional. Our procedures
are designed to minimize our fees while ensuring maximum
benefit for you. After examining your prior years' returns,
TCG will estimate our fees -- and if the expected benefits of
our services don't outweigh the anticipated cost, we'll tell
you.
We act in your best interests: Our
goal is helping you meet your tax objectives. We've been in
the business of helping people like you achieve their
financial goals for almost 40 years. Our staff and partners
not only invest the time required to keep abreast of changing
tax laws, but also offer the insight necessary to anticipate
how changes will affect you -- and the creativity to find ways
to minimize the cost and maximize the benefits of new wrinkles
in the tax laws. |
