Jeff Pickering

I have been filing with Jeff Pickering for the last couple of years and I had no complaints. His staff are always friendly even when tax season is around the corner he always knows how to get his work done properly and in a timely manner. His knowledge about the IRS is incredibly amazing, he knows his material and same goes for his staff. I highly recommend filing your taxes with Jeff Pickering.

I’ve been filing with Jeff Pickering for the last 2 years and never going to look at any other sources to file my taxes.
There are numerous instance where I found his knowledge in tax laws and customer service to be extraordinarily good.
For my 2010 tax returns — it took us a long fight with IRS to get my refund, even though I had given up, Jeff insisted that I should get my refund, we had to stay with IRS for multiple hour long calls and finally got my refund on a complex filing. No other tax consultant will be patient and persistent enough to work with IRS to get their clients the fair refund.
He never advertises himself as ‘maximizing returns’, but very willing to work with you in an optimal return within the confines of the tax laws. Stay away from those who advertise as maximum return — it is an usually a segway for an IRS audit.
And he has a wonderful staff who support in the tax filing !
Before finding Jeff, I was alternating between H/​R block and filing it myself online. The biggest problem with H/​R block is that the tax consultants have no motivation to do a good job, never updated with the latest information and have extremely inconsistent performance from one location to other.
Few Tips:
(1) Get all your deduction items in order — carry any receipts etc and preferably prepare an excel sheet with all your deduction items
(2) If you have any stock trades — you might want to generate the Schedule D yourself — some companies such as TD Ameritrade provide free tools to generate Schedule D — if not you can find one online where you can upload your transactions and the software will generate the Schedule D
(3) If you traveled internationally, prepare an excel sheet with each date of travel — if it was a business travel day or if it was a personal travel
Finally — keep all the records — receipts, tax filing … + make some of the notes yourself and keep them in a folder — IRS can audit tax filings and if you get a knock on your door — you want to make sure that you have your papers with you.