Lucas Taylor, CRTP
Tax Preparation
ABOUT US
We're committed to providing our clients with professional tax preparation which reduces their tax liability to the lowest amount allowed.
OUR APPROACH
Providing individual attention to your unique situation.
We understand the importance of accuracy; not only to comply with the law, but to insure our clients pay the lowest amount of tax they are responsible for. This is best accomplished through developing lasting relationships with our clients
- Up-front pricing
- Document security
- Individual attention
- Convineince driven
- Tax planning
- Licensed & Bonded
By using intuitive technology to lower our overhead costs we are able provide excellent tax preparation at competitive prices. We make tax time easy for our clients so they can focus on what's important. The technology we use to interface with our clients is easy to use and convinient. It even allows you to upload your documents by using the camera on your smartphone, saving you valuable time.
We take the time to plan for the following tax year. This is accomplished by projecting how the tax code changes will affect you individually, estimate tax payments, and advise if changes in withholding amounts would benefit you.
THE PROCESS
STEP 1
We will send you an e-mail link to access our secure online portal to upload your previous year's return.
STEP 2
A free, no-obligation estimate will be provided to you based on your previous year's return and current needs.
STEP 3
We will prepare your return in a timely manner upon recieving your documents. Once completed, you'll sign electronically, and we'll e-file to insure a speedy refund.
STEP 4
Your tax documents will be sent to you securely. We'll be available to discuss your tax plan for the upcoming year.
ABOUT ME
My first job was in accounting, helping my CPA father make
copies and mailing tax returns. Since then I've gained a
wealth of knowledge and professional training.
I graduated with honors from Notre Dame de Namur with a
bachelor's in Business Administration; taking courses in
accounting, corporate finance, and financial planning. I
obtained my professional tax preparer certificate by attending the National Tax Training School. I maintain my license as a California Registered Tax Preparer, which requires continuing education in the field of taxation.
My passions are my family, travelling, and learning. Being a tax preparer allows me to pursue my passions perfectly. When it's not tax season I get to be heavily involved with my family and travel with them. Preparing taxes also appeals to my desire for learning, as the tax code is always changing and being effected by case law decisions. I'm also passionate about flying airplanes and work as a certified flight instructor.
LUCAS TAYLOR
With his oldest son, Austin.
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License# A296273
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