Bamboo Partners Tax Preparation
Available from Jan 1st until 1 week before tax filing day
The accounting division of Bamboo Partners can handle your personal taxes too! We pride ourselves in making sure you get every deduction available to you, giving you a larger refund!
Sure, you can get those other tax services to do your taxes, but are you just another tax return, or do you get that personal service?
Our fee structure is simple: We charge an absolute 10% of your refund / owe amount. This way, it is to both of our advantage that we make sure your refund is maximized.
You will also have to pay for any filing fees (traditionally, each state to e-file is 24.95 and your federal return is free to e-file - check with your Bamboo Partners Accounting Representative to verify the fees for your state(s)) plus, we require you to purchase Intuit's Audit Defense for $59.99. The best part? We will cover your fees interest free! No up-front costs! Paying us is simple too! We just arrange the needed funds (our fee plus any filing fees) to be directly deposited to our account. (We do this by "splitting" the deposit from either the federal or the state refund, our call.) The rest is a direct deposit right into your bank for your use! Also, by E-Filing with direct deposit, the traditional wait time for your refund drops from 6-8 weeks to 2 weeks!
What's that, you say? You can go online and do your taxes for free? Of course you can! However, the "free" version of the tax software offered does not allow you to claim a lot of deductions that would be critical in providing you with the maximum amount of money that you are entitled to. Oh, so you have a "friend" that does taxes? Great! How well versed are they with the current tax code? How many returns do they do each year? How much time do you think they will spend on your return? We average about 40-50 hours going over your return (again and again!) to make sure we don't miss out on even one penny! Don't leave money on the table!
Sign up soon, we only have limited spaces available each year so we can provide each one of our clients with the personal attention your finances deserve.
(You can sign up at any time during the year, however we don't start working on returns until after the close of the tax year.)
You can use our Contact Us form for any additional questions or to sign up for our tax services.
** Our apologies, but all our slots for the Tax Year 2018 have now been filled. If you would like to be put on a wait list (should someone cancel or, more likely, we found some time to fit in another return or two) please contact your Bamboo Partners representative. **
Acceptance of our services and providing us with your tax information is considered acceptance of the above and the following. As we can only work with what you provide us, we are not responsible for any errors or omissions. All mathematical calculations are guaranteed. You will not hold Bamboo Partners or any of their associates liable for any additional penalties or fees, as you, the taxpayer are ultimately responsible for your own tax liability. All fees for work performed are non-refundable. If you wish to review your return before filing, you must let us know and we will be glad to go over it with you. All of our financial work is retained for a minimum of three years, longer for our regular clients. Copies of your prior returns (up to the limit of our data retention policy) will be provided upon written request, however our data files are proprietary to us and will not be provided as part of any record request.