The following is a list of benefits that our clients receive that you will not find anywhere else.

Straightforward, reasonable, flat-rate billing-You will never be surprised by a bill from us. 
If you didn’t expect it, then you won’t have to pay it.

Audit Protection– All of our existing tax clients need not fear the dreaded IRS or State audit. If you get audited, we will take care of it.

Electronic Backup of all Records – Need a copy of a prior year tax return or can’t find that W-2 from two years ago, not a problem.  All tax returns and source documents are saved electronically and are only a few clicks away from your own computer.

Unlimited Phone, Text and Email – If you ever have a question or need help making important business decisions, we are just a call, text, email, fax, tweet, instant message, or carrier pigeon away.  You never have to worry about raking up those large accounting bills.

This is the part of the website that we could list out all the wonderful services that we provide and all the tax returns that we can prepare, but in Menlo fashion we would rather keep it simple. If you are an individual or small business and you need tax planning or preparation services, we can provide it. 

Taxes are not simple. Taxes are hard and complicated. The tax law is made up of endless volumes of code, regulations, and court cases. When we say“Taxes Made Simple” we mean made simple for our clients.  It is our job to understand all the constantly changing tax laws and to prepare all the necessary documents and forms timely and accurately.  

We will take all the complications out of your taxes.  As part of our mission to educate our clients and the community, we take pride in teaching how business decissions will effect tax liability.  The goal at Menlo is that our clients understand that taxes are relevant more than just once a year.  Continuous availability to Menlo staff provides our clients support to issues, seen and unforeseen(examples:  rental properties, education expenses, auto expenses/mileage, natural disasters, inheritance).  An educated taxpayer is the most powerful tool against overpaying Uncle Sam.