“As an engineer, I am good with numbers and problem solving, so I’ve always chosen to do my taxes myself. But one of my recent investments was an oil and gas MLP (master limited partnership) and my standard tax software was not up to the task. I was using Excel to try to keep track of things, but could not figure out how to enter all the data from the K1s into my tax software. Google only confirmed that everyone else complained about the same problem—that my “Name Brand” tax software could not handle this!
So I paid my estimated taxes April 15th and applied for an extension, and then began searching for an accountant to help out. In comes Marci! “You have not kept track of the depletion.” I did not even know that came into play. So after going back through the last 4 years of my taxes to correct my work, she saved me from making a $33,000 over payment to the IRS. Hats off to Marci!” Edward J Austin, Texas
“Having recently moved to Austin, we needed a new accountant. Our old accountant from New Jersey abandoned us last minute but Marci was able to get both my business & personal taxes done before April 15! I had 3 separate businesses plus the peronsal returns that needed to be done. She was very easy to work with and made us feel our tax returns were not being rushed. Marci Shafto is A+++” Rich P Austin, Texas