How We Work Together
My Six-Step Process
1. Carpe Diem can work with clients locally or meet over Zoom. I prefer to sit casually with every client, new and old, and have a good regular chat about life plans, family, and taxes. We ask not just how much we can save you in the numbers, but how we can better your lives.
2. Then I prepare a list of data you will need for return preparation, tax correspondence or planning, and an engagement letter to clarify our working relationship. Our secure cloud system lets us all share files, pay bills or sign returns.
3. I quietly prepare tax returns, IRS letters, spreadsheets, or plans, and research for specific questions, working slowly but thoroughly.
4. We present the preparation to you for signature, representation or edification and answer questions; I do love questions.
5. E-filing or correspondence then goes forth to put ideas into place, which hopefully give you refunds or protect you from unfair taxation.
6. Hopefully you ask questions the whole year ‘round because you see me like the mountain ram on my home: as a wise and broad-minded adviser, whose studies of history, philosophy, psychology, and comparative religions may matter as much as his economics and business law.
Ready to take control of your finances?
“Over and over again courts have said that there is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible. Everybody does so, rich or poor; and all do right, for nobody owes any public duty to pay more than the law demands: taxes are enforced exactions, not voluntary contributions. To demand more in the name of morals is mere cant.” — Justice Learned Hand