FAQ

My Personal Tax CPA is a limited liability company that focuses on tax advisory, international tax, and CPA services.

My Personal Tax CPA, LLC was set up to be able to handle taxes from anywhere. More than 95% of our business is done electronically, however, this doesn’t mean you lose the personal approach of working with someone. By providing our services electronically, we have been able to reach out to clients throughout the United States and even have numerous customers overseas.

We work hard to make your lives easier because we understand everyone is busy, thus we request you to fill out a questionnaire and we take care of the rest. We’ll send you instructions on how to get us your tax documents and we’ll take it from there.If you prefer to meet in person, we are more than happy to set up an appointment for you to meet in person.

Yes, My Personal Tax CPA, LLC offers our clients access to Secure File Pro to securely send all tax documents. This is a secure portal for transferring documents. Best of all, this is free service that we provide our clients to ensure that their information remains safe and secure.

My Personal Tax CPA, LLC works hard for a quick turnaround. Generally, our normal turnaround time is 24-48 hours upon receiving all of the tax documents. This allows us to do a final review of your returns and discussion with you prior to submitting the returns to the IRS (Internal Revenue Service).

Yes, most certainly in a majority of the cases electronic filing is available and used. Some instances require a hard copy to be sent to the IRS per IRS regulations, however, My Personal Tax CPA, LLC will let you know in advance.

As well, My Personal Tax CPA, LLC will not charge additional for e-filing. Our competitors will charge $75 or more for e-filing, but we offer this service at no additional cost to our clients. Just one of the other ways for us to say “Thank you.”

All clients will receive a pdf encrypted copy of their federal and state returns. As My Personal Tax CPA, LLC is doing its part to go green, we are using the power of technology to our advantage. If you prefer to receive a hard copy, these will be made available on request.

My Personal Tax CPA, LLC first returns were for family who were tired of paying for over-priced tax returns. This mentality of fairness in pricing has carried forward with My Personal Tax CPA, LLC’s business philosophy. We believe in charging fair prices for our services that is fair to our clients and also allows us to provide the quality of care that our clients want.

For this reason, what we do to help our clients is charge on a case-by-case basis as everyone’s returns are different. We will not charge the same price for a simple return as a more complex return. Also, we offer discounts to clients who have given us referrals. These discounts can be as huge as 50% off your return based on the number of referrals who end up filing a return with us. It is just one of the many ways we try to say “Thank you!” back to our loyal clients for thinking of us.

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Unlike many other places that only have textbook accountants, with My Personal Tax CPA, LLC not only do you get an accountant, you get a board Certified Public Accountant, Juris Doctorate (law degree), Big 4 national accounting firm experience, a Masters graduate with a focus on Tax and Audit from one the nation’s top business school (University of Virginia), and much more!

• Certified Public Accountant
• Juris Doctorate Columbus School of Law at Catholic University
• Masters of Science: Accounting from University of Virginia
• Bachelors of Science: Accounting & Finance from University of Virginia
• Big 4 Accounting Firm Experience
• Professor of Accounting George Washington University
• IRS Authorized E-Filer

For our new clients, the first meeting with us will be to get to know you better and understand your goals, collect all relevant tax documents if you aren’t sending it through Secure File Pro. Unlike other national tax preparation firms, we do not complete returns during the initial meeting as a quality control measure. This allows us to leave an additional time to conduct a final review of your returns. We don’t believe in pounding out returns to gain extra revenue unlike other places because our most important goal is to ensure that we have taken care of our clients.