Tax office offers professional, personal services

Published on Tuesday, 23 January 2018 21:22
Written by SUSAN CORICA

@coricaBP

BRISTOL - The Tax Office - CMW Tax Services LLC offers professionalism, consistency and a personal touch in preparing your individual or business taxes.

“It’s a very personal experience here,” said owner Carline Woods. “You sit down with a tax preparer in a private office, and you have an hour-long interview in which your taxes are prepared. And you can come back and see the same tax preparer, every year, year after year.”

“And then there’s the fact that we’re open all year long. So if you have any issues with your tax return in the off season, if you get a letter from the IRS or anything like that, whenever you call here there’s someone to answer your questions and help,” she added.

Woods said she offers a very different service from large tax preparation franchises, which are more of an assembly line experience with tax preparers who may not have adequate training.

“I have well over 20 years of experience,” she said. “My first job out of high school was working in a tax office, so I’ve been doing this awhile.”

She previously worked for Tax Offices of America and Hoffnagle Associates, both in Bristol. Then she went to work for her friend Leo Carr, when he ran The Tax Office LLC.

“We worked together for probably 10 or 11 years at his business. Then he died in 2015, so I purchased the business at that point,” she said.

Woods noted that the recent federal tax reform will not affect anyone’s 2017 taxes, but she is constantly researching and keeping up with the literature on taxes.

“I take classes every year to make sure that I’m up on the latest info,” she said.

She has two fellow tax preparers in the office: Karen Walsh, who graduated with a degree in accounting from Boston College, and Jesse Cavallaro, who graduated with a degree in accounting from Salve Regina University.

“Henry Peterson from Medallion Wealth Advisors LLC in Farmington has his Bristol office here with us,” she said. “We share office space. He is a financial planner and is available for our clients’ retirement and investment needs.”

“It is convenient to have your financial planner and tax advisor communicating and working together for your benefit. Our goal is provide knowledgeable, professional service in a confidential and comfortable space at an affordable price,” she added.

The Tax Office - CMW Tax Services LLC has about 1,000 clients and probably 80 percent of them have been with the business anywhere from 10 to 15 years, stated Woods.

Tax season has begun. “Our schedule fills fast so call now to book an appointment,” Woods added.

The Tax Office - CMW Tax Services LLC is located at 1001 Farmington Ave., Suite 202, Bristol, CT 06010. For more information, call 860-582-6900 or find them on Facebook.



Posted in The Bristol Press, Central CT Chamber of Commerce, General Business, on Tuesday, 23 January 2018 21:22. Updated: Tuesday, 23 January 2018 21:25.