In an effort to ensure that GEI is a good fit for a potential client and/or their business, GEI offers a no-cost, no-obligation consultation by telephone to determine if we can help them achieve tax savings through strategic and thoughtful tax planning and tax preparation. During this consultation, we will review your current financial information and the prior year’s tax returns to see if you have overpaid your taxes – which, in our 38 years of experience, most taxpayers have.
Under the law, you have three years to re-file and recover monies overpaid and owed to you. Once we determine if you have any monies due, we can handle the re-filing to get your money back. We do charge for the tax amendments, but it is “found” money, a win-win for GEI and our clients.