Guess what I’ve already filed??
Yep, you guessed it… My 2011 taxes. Look who’s on the ball! (It’s me, it’s me!)
For the past few years, I’ve taken my tax info down the street to HR Block, simply out of convenience, to have one of their employees quickly chew me up and spit me out. “See ya’ next year!” they’d say with a smile as I wrote a large check for their data entry, and moseyed out confused as to why my fairly simple tax return was so expensive. Not this year, readers.
THIS year, I changed it up. I’m using a firm to prep my taxes who was highly recommended to me by blog regular + close friend, Loren S. They don’t advertise – they rely on word of mouth. (And, we like that!) They’ve done such an excellent job with my taxes this year, and really handled me with care. So, I want to help ‘em out a little.
Siegel & Siegel, P.C. is a small, family-owned firm that was started in the 1950′s by Abe Siegel. All three of Abe’s sons became CPAs and all worked there (and still do). Josh Halpern, my new CPA (um, do I sound fancy pants or WHAT?!), is the newest addition to the group. He started working there in 2007, and has been a CPA since 2009. Josh is a Georgia Bulldog (which I didn’t hold against him), and an all-around really awesome guy.
Siegel & Siegel provides accounting and tax services for individuals and small businesses. This includes compilations (another way of saying financial statements), as well as tax services. Many of their business clients are service-oriented (doctor, lawyer, dentist, real estate), but they can also work on any small “closely-held” businesses. Josh had no problem at all helping a little guy (girl) like me with my super-simple tax return, either.
Clients like Siegel & Siegel because of the personal attention they receive from the firm. They don’t have young staff for partners to hand over their clients to ”to be worked-up” and then passed back for a quick check-over and a signature. They do the work themselves, and they each know their clients issues/ business versus having to find the staff person who worked on that client (larger firms are like this) to inquire about what is going on. They do not bill solely based on time, so they are happy to take calls and respond to e-mails. (Even I know that this is very old school – and I appreciate it.) Siegel & Siegel considers itself to be a “vintage firm.” The kind where you receive the personal attention you deserve.
Siegel & Siegel’s office is located in Sandy Springs near Roswell Road and Hammond, close to Breadwinner Cafe. Give Josh a call. He’s a great guy (I absolutely vouch for him), and he will very thoughtfully walk you through your taxes. I sincerely appreciated the care with which he explained everything to me, and the speed at which he prepared my return. If you’re looking for some tax help this year, I highly recommend Siegel & Siegel.
P.S. Tell Josh that the Q+DD sent you! We don’t get a kickback or anything (I can’t even imagine what it would be if we did…), but it would be nice to know that we were able to help out a really great, small business that we believe in!
Tags: ,fancy pants, incredibly bold statements, Lets hear it for the boys, LMR, loren not lauren, support local businesses!, Things that are awesome..., very important people, You Can Find Me in the A