For more than 30 years, Mitchell and Nemitz, PA has been serving the accounting needs of the greater Wake Forest area. We specialize in Bookkeeping and Payroll Services, Contractor License Services, Personal, Partnership, and Corporate Tax Services, Tax Planning, Compilations, Reviews, and Business Valuations. Here at Mitchell & Nemitz CPA, LLC, our team knows that we don’t just “do taxes.” We are on a mission to help you simplify and support your financial vision so that you can reach your goals all while helping you keep more of your hard-earned money. We accomplish this by providing a personal experience that blends technology and hands-on service. To get started, please take a few minutes to read the following statements. We want to be sure they resonate with you and to give you a behind-the-scenes look at what we believe to be true about serving you. We believe:
• Tax preparation is more than filling in numbers on a tax return.
• Taxes don’t have to be scary.
• You are more than just your numbers.
• You can have a positive impact on your financial picture by being proactive.
• Knowledge about your personal money situation is powerful.
• You deserve to reach your financial goals. How we work:
• Our office is professionally casual -- we want you to be comfortable knowing that we are part of your team and have been serving our community as a firm for over 30 years.
• We work with our clients via email, meeting (in person or virtually through Microsoft Teams), and over the phone.
• Though appointments are not necessary for us to do your return, if you feel that you have a major change in your tax situation that needs to be discussed or if you would like to do some tax planning, our front office team will assist you in getting an appointment if desired. We usually do not take appointments 2/15-4/15.
• We have a secure portal for sensitive document exchange as we take your privacy and security seriously. *If you submit anything through your portal, you must inform a member of our front office staff so that we know when you are done and can retrieve it.
• Communicating via text, Facebook messenger, LinkedIn, etc. doesn't allow us to provide the support you deserve, so we ask that you limit your electronic communication to email and our secure portal for document exchange.
• When submitting your initial tax documents, they must be received by our front office team in order to be logged in appropriately. *Please do not send initial tax return submissions to your CPA.
• We work on tax returns in the order that they are received. Business (1120 or 1065) returns that you would like completed by the 3/15 deadline should be received by 2/15. Business (1120 or 1065) returns that you would like to be completed with your individual (1040) return by our 4/15 deadline should be received by 2/21. Individual (1040) returns that you would like to have completed by our 4/15 deadline should be received by 3/1.
*We recommend getting us your information as soon as you have the majority of your tax info even if you are waiting on 1-2 documents. By the time you receive those documents, we should be about ready to start on your return(s). Returns submitted after our receive deadlines will get an automatic extension.
• We have three sets of eyes on your return after it is logged in; the preparer’s, the reviewer’s and the processor’s. The preparer is responsible for entering in information received as well as requesting additional items that are needed. The return then gets reviewed by one of our senior level accountants. The final step is processing when it will either be set up for paper processing where you will come in to sign, pay, and receive a paper copy of your return or electronic processing where you can digitally sign, pay, and receive a PDF copy of your return.
• Our typical turnaround time for return preparation is usually 4 weeks, but that can become 6-8 weeks during our busiest times when more returns are received. Our clients understand that:
• Your completed tax return isn’t just a product; it’s part of a larger relationship.
• The preparation of a client’s tax return is not done during meeting time so that we can use that time together to answer the client’s questions about current and future life situations.
• We review the client’s prior year’s tax return and look for reasons to amend it to obtain an additional refund or to fix significant errors.
• We educate the client about their current tax situation and look for hidden opportunities to decrease their liability.
• We don’t negotiate our fees. *See Fee Policy on pages 4-6 for more information
• The work we do together isn’t the same as a tax return from a franchised company.
• We recognize that individuals who frequently change accountants are unable to enjoy the benefits of knowing that their tax professional really knows them and what they are trying to achieve. It’s important to us that you feel we are a good fit to work together. If you have any questions about any of the above statements, please contact us via phone at 919-556-9500 or via email at [email protected] so we can discuss this further. Rob Mitchell, CPA, CVA
Partner
Email: [email protected]
Ryan W. Nemitz, CPA
Partner
Email: [email protected]
Miriam L. Waters, CPA
Partner
Email: [email protected]
Mike Williard, CPA
Partner
Email: [email protected]
