Susan Yeatts
Susan Yeatts, CFP®, ChFC, EA is enrolled to practice before the Internal Revenue Service and offers tax preparation services to individuals and small business owners. She believes that a truly good tax preparer takes time to understand each client’s goals and objectives and then she explains how they can work with the current and future tax laws to get the maximum benefit.Susan meets with clients by appointments including nights and weekends.
There have been a number of important tax law changes for individuals recently. Picking the right tax preparer is more important than ever. Also you will never be pressured to take a RAL (Refund Anticipation Loan). “RAL to http://moneycentral.msn.com/content/Taxes/Preparationtips/P41332.asp?Printer) because RALs go against the ultimate philosophy of our firm –to apply tax law so that you get the MOST you can get as a refund or pay the LEAST amount of tax due. Tacking on unnecessary fees for loans that get you the cash just a few days earlier is contrary to this notion. Instead we will process and file your return quickly and encourage you to use direct deposit (for free) in order to receive your tax refund as quickly as possible.
In addition to being able to represent taxpayers before all levels of the Internal Revenue Service, Susan can also assist clients with other financial matters. For more information on those services, see Carolina Wealth Management, LLC at www.carolinawealthmanagement.com