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We need a patient and experienced tax professional to do our 2009 taxes so we can file an adjustment ASAP. It will involve looking through numerous statements and excel spreadsheets to put it all together and figure it all out. We also need you to find all the deductions that we don't even realize we could take. Of course you will have questions - we are available weekdays during business hours and sometimes after hours too. We prefer communication via IM or email but can be reached by phone if that is the only way to figure something out.
Once you are done with our 2009 taxes and we worked well together, we will send you our 2010 financial info to do our taxes for. This year's info is more well organized. And from there we would like you to continue to keep track of our finances weekly or monthly so we are on top of things with our quarterly tax payments, we know how to maximize our deductions, etc.
Because the documents are private and I don't yet have them all in one plac...
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