Mumm & Associates

At Mumm & Associates, P.C., tax return preparation begins months before your appointment in the Spring with our professionals receiving continuing professional education on the latest changes in the tax law, upgrading our invested technology and organizing client information. We believe some of the most crucial preparation begins with tax planning... strategies in the Fall to proactively advise you while there is still time left in the year to make adjustments if necessary. Being current on the latest tax law changes allows us to take advantage of the most recent strategies available and select the best options for you. After the new year arrives, an optional, in-depth interview is conducted with you sometime during February through the first week in April. Your interview will cover relevant tax items and help you make important tax elections. You are not required to have an interview during tax season. However, if we feel an appointment is necessary to discuss your return, we can certainly set up an appointment with you. Follow-up contacts are made to assure that all questions and issues are resolved. It is your responsibility to provide us with all necessary information to complete your return. We make it easy for you by creating a custom tax organizer that outlines forms and tax items that you filed on your prior years return. We routinely reference your tax organizer throughout the preparation process to ensure we have complete information. Your tax return is then subject to a thorough review by our experienced reviewer, an individual with over thirty-three years of experience at the IRS. Our review process is one of the many ways we collaborate as a team to prepare the most accurate return with ethically optimal results for you. The last review is done by Jan Mumm or Carol Walbrecht who together have over 60 years of experience in taxation. A tax technician completes the assembly process to assure a professional product that you may retrieve through your client portal. Completed returns may also be picked ...Read More