It’s that time again! A time full of promise of new clothes, an extremely fancy dinner, an exotic vacation – the list is endless, y’all… It’s a truly wonderful time of year! It’s time to file your 2012 taxes.
Is there anything more exciting than getting a massive tax return and immediately redirecting it to something incredibly frivolous that you’ve had your eye on? You earned it after all… Well, you might as well get on it!
You may remember from last year that I said “adios, amigos” to the cattle call at HR Block and started using Josh Halpern at Siegel & Siegel, P.C., to handle my taxes. He did such an excellent job; I’m running back to him again this year to get my taxes in early and off my lengthy To Do list. Now all I have to do is wait for that glorious return…
Here’s a little recap about Siegel & Siegel + Josh, the man with the plan:
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 don’t hold against him), an animal lover (which means he’s a great person/ they have puppy-Fridays every so often at work), and he’s just 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 (doctors, lawyers, dentists, real estate folks), 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!