2019 Tax Preparation Checklist
Client worksheet for completion prior to initial appointment.
2018 Tax Preparation Checklist
Here is your checklist to prepare or your initial meeting. Please bring these items with you to your first appointment.
Individual Tax Returns
The core competency in a tax preparation business is the accurate preparation and timely completion of the individual tax return. We work with you to make sure this happens.
Tax Preparation and Planning Fees
Each individual and business tax return is different. We customize our pricing based on your need. Our fees are plain and transparent.
Business Tax Returns
Small businesses are the lifeblood of the American Economy. We work with our business owner clients to make their tax preparation experience as painless as possible.
Long term, annual and mid-year tax planning and tax forecasting services.