Keep More of What You Make at Tax Time

We know that tax time is probably not your favorite time of the year! We want to make it as quick and pain-free as possible for you. We can help you navigate the maze of forms, requirements, deadlines, and constantly changing tax laws so that you can be aware of the possible financial opportunities available to your circumstances.

When you hire a tax preparer, make sure they:

• Are registered with the IRS to be eligible to prepare your returns.

• Have attended continuing education tax courses so they know the newest year’s rules.

• Can eFile your returns so that your refund, if any, will be returned faster.

• Explain your return to you so that you understand what you are signing. You are ultimately responsible for your own tax return, so it’s essential that you understand it.

We help our clients with the following services:

• Preparation and efiling of your individual, corporate, and estate tax returns at the local, state, and national levels

• Tax planning so you can keep more of what you make

• Representation in case you receive a tax bill or audit notice from any tax agency

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Life is all about change.

Numerous changes can occur during the course of a year that will have a direct effect on how you file.

• Did you or your spouse go to college?

• Did you purchase a home?

• Did you get Married?

• Did you get Divorced?

• Did you have a Baby?

• Did a dependent go to college?

• Did you sell a home?

• Roll over a 401k?

• Receive a settlement or inheritance?

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We will make sure during the year you have the proper resources so that you are not surprised at the end of the year. 

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