Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, and quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax Return Preparation
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
All States Returns Prepared
All full year, part year and non-residence state returns prepared.
FREE IRS e-file with tax preparation. This also includes your state return.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Electronic Refund Checks
Pay nothing upfront for tax preparation. Receive your refund as fast as 7 DAYS!
Drop Off Service
With busy schedules and crowded calendars, you’re looking for ways to make the most of your time. Our Drop Off service may be just what you’re looking for.
Download, print, and complete the Drop-Off-Checklist form and include it in with your tax documents.
Gather your tax documents such as W-2s, 1099s, mortgage statements, etc.
- Simply choose one of the following:
- Drop it off at our tax office
- Mail it via UPS/FedEx or US Priority Mail to our office
- Scan and upload your information to our secure client portal (password required)
- Fax to our office
- Your tax professional will contact you within 48 hours upon receiving your information.
- When your return is complete, we will contact you to come in, review the return and get your approval so it can be e-filed
Notary service provided at a reasonable price.