I WANT TO BE YOUR CPA!

Please give me the opportunity to prepare your
Income Tax Return

Don't do it yourself...
Don't call a "chain service"...
Don't call another accountant...

Here's why.........

I AM A LICENSED CPA

Certified Public Accountants undergo many strict requirements to obtain their license.  In addition to the rigors of obtaining a license, CPAs can only keep their licenses if (1) they attend a required number of training classes annually, (2) undergo a quality review by an outside CPA firm, and (3) practice under a strict code of ethics (one requirement is that the CPA must prepare a tax return that will result in the most benefit for the client!).  Currently, Utah State law does not require that a “consultant” or “accountant”, other than a CPA, undergo the aforementioned requirements.  Consequently the level of expertise and quality that is offered by non-CPAs may be substantially limited.

12 YEARS EXPERIENCE

I’ve seen a lot of tax changes in the past 12 years!  I’ve also seen a lot of blunders that have cost tax payers dearly.  Because of the many complexities of the tax laws, (it is a full time job for me just to keep up!) I strongly discourage anyone from doing their own return.  Let me explain my feeling with this story.... A few summers ago, I attempted to install an additional bathroom in our house.  Not having experience in home remodeling, the project took me a long time to complete.  The result was that I ended up with a very expensive bathroom that had a leaky toilet!  Sometimes we jump over dollars to pick up dimes.  I could have saved myself hours of frustration and even saved money had I hired a trained contractor.  None of us would think to perform surgery on ourselves, yet many times we try to save money by doing something that we're not adequately trained for.

9 YEARS AS A FEDERAL AUDITOR

I spent nine long years working as a Government auditor.  I understand the “auditor mentality.”  Audits are a waste of your time and I want to do everything possible to avoid an audit.  Many taxpayers go through audits because a return is prepared incorrectly or an aggressive position is taken on a tax issue that has already been decide by regulation, rulings or even tax court.  If your preparer doesn’t know these issues you could be in for trouble.

PEACE OF MIND

I’ll be here next year.  When you go to a “chain service”, chances are that you’ll get someone new each year.  How can you develop a professional relationship?  How can your preparer offer long-term comprehensive advice?  You generally will not have the opportunity to work with someone who can advise in all financial matters of your life-- like tax planning, investments, insurance, etc.

“It is my desire to help each client, and his or her business, to be more successful because of our association; to treat each client as I would want to be treated; to remove any pain a client might be feeling from problems relating to Federal government contract law or the Internal Revenue Service, and to give each client more value in service than his or her cost for that service.“

Ron R. Valentine, MS, CPA