TAX RETURN PREPARATION AND TAX PLANNING SERVICES

Everyone wants to save money on their taxes. You work hard for your money and we want to make sure you keep as much of it for yourself as possible. Correct tax preparation and planning is the key to success. We go beyond just tax compliance and will proactively recommend tax saving strategies as we get to know your tax situation.

We understand that life situations change from year to year. We want to be able to help you match your life changes to any current and new tax laws to make sure you are taking advantage of all possible tax savings.

Whether you are an individual, partnership, or corporation, we can help. We take a comprehensive view of your taxes as it relates to you and your business. To be truly effective, we want to be your tax advisers year round, not just during tax time or at the end of the year.

tax Preparation services
  • Individual - Form 1040
  • Corporation - Form 1120
  • S-Corporation - Form 1120S
  • Partnerships - Form 1065
  • Sole Proprietorships - Schedule C
  • ‍Estates / Trusts - Form 1041
  • Gifts - Form 709‍
  • ‍Non Profits - Form 990
  • ‍Amended Tax Returns
  • ‍Delinquent Tax Returns
New Clients

If you have never worked with us before, we would love for you to give us a chance. For new tax preparation clients:

  • Provide a copy of the last year tax return that was filed
  • Bring all documents related to the tax year(s) you are wanting to file
  • Bring identification documents such as social security cards, driver’s license, and/or other government issued ID
  • Complete our GENERAL PERSONAL TAX ORGANIZER. All items may not apply to you, but please complete to the best of your ability. We can discuss any open items when we meet.
  • We will review your documents and provide a price quote before beginning work so that there are no pricing surprises
  • Remember, we understand you are busy and can provide appointment times outside normal business hours; just ask!
Current Clients

Thank you for continuing to be a valued client.  If you have a relatively simple tax return with no business, large securities sales, farms, or rentals, you can come in and we can prepare your return while you wait.

We are encouraging all our clients to drop off your tax documents. Complicated tax returns need to be prepared, reviewed, and finalized; we cannot do this efficiently while you wait. Unless otherwise agreed upon, you should go no more than 5 business days without hearing from us. This does not necessarily mean your return will be completed in this time frame, but we will keep in contact with you.

Once your return is complete, you have the option of setting up an appointment to discuss your tax return when you pick it up. Or, we can finalize everything remotely through our secure client portal.

As always, you can fax, mail or upload your documents to your client portal.  If you do decide to use the mail, please mail in copies and not the originals.