Personal service is at the root of everything we do: we love and take pride in our work. We truly care about being responsive to our clients’ needs and generating the best tax results for each of them. We are tax experts and enablers of entrepreneurship.
Relationship-Based & Personal Service: one size does not fit all.
Working with Foster Financial Group, clients can expect personal service. We are a small, family-owned business, and connecting with our clients on an individual basis to understand each of their unique situations and context is our priority. This approach allows us to maximize their tax benefits. We advise both individuals and corporations on all tax-related matters. We pride ourselves in our responsiveness and personally handle every inquiry, question, comment and communication in a timely manner.
Expertise & Experience: for more than 30 years.
Foster Financial Group was born more than 30 years ago out of Jim Foster’s desire to bring excellence in tax services to his community at an economical price. Over the years, we have developed deep capabilities in preparing both Federal and state individual, corporate, trust and estate tax returns. We also offer our services internationally, specifically to clients who have relocated to Europe. Our clients have confidence in our expertise.
Simple & Educated: thoroughness keeps us and our clients current.
Maintaining our standard of excellence requires a commitment to continuing education. Every year, our team attends the IRS Convention to get the latest word on any tax law changes. In addition, we all maintain at least 15 hours of continuing education a year, with our Enrolled Agents and CPA's doing 30-40 hours per year. We take this obligation so seriously, in fact, that clients should expect us to inform them of any new or pertinent tax laws and be able to incorporate them into our advice and tax preparation. We also pride ourselves in simplifying sometimes complex tax considerations. For example, we walk our clients through every step of their tax returns so that they understand what we are submitting to the IRS on their behalf before the return is filed.
Accuracy: that’s our guarantee.
We believe in building trust with our clients: in our business, filing accurate documents on behalf of our clients is our golden rule, in fact, the foundation of our business. To honor the importance of this value and the confidence our clients place in us, we guarantee all of our work. On the very rare occasion we make an error, we pay the penalty and any interest that accrues. Read more about our guarantee.
All-Inclusive & Competitive: look no further
We offer one place for our clients to meet all of their tax needs. Our prices are competitive; our tax return preparation fees include information gathering meetings, as well as delivery meetings, and an additional 1 hour of time consulting on estimated taxes or helping with IRS responses should you receive a notification from them.
Digital: green is good (and secure)!
Like most of our clients, we also are tired of wasting all that paper! We strive to minimize our ecological footprint by eliminating all but the most essential paperwork from the world of taxes. We offer a secure online communication portal, a digital vault of sorts, where we safely store and exchange files with our clients. We electronically file eligible tax returns and can also provide all client documents in digital formats. We are proud to both reduce paper waste and simplify our client’s tax-related hassles.