- Industry: Legal Services
- Service: Monthly Bookkeeping and Tax Preparation
What Happened:
When we began working with this client, her books needed significant cleanup and organization. We made necessary corrections and prepared her tax return accurately and efficiently. Additionally, we identified income that was double reported on prior tax returns due to her mixing personal and business transactions. The result? She received her first refund in over 30 years on the next tax return and refunds for overpayments of taxes in the amount of $16,532 & $11,043 (total $27,575). She was thrilled — so much so that she sent us a heartfelt message of thanks and a gift basket to show her appreciation.
Our Client’s Words:
“I can’t believe what I am reading! This is the first refund I have had in over 30 years. I am so excited I am crying for joy…. THANK YOU ALL SOOOOOO VERY MUCH…. I still am in shock.” – JR
