Whether you are an individual or business, you need an experienced tax return specialist to prepare your federal and state income tax returns.
Because we want our clients to take advantage of every available deduction and credit they are entitled, we work closely with you to understand your tax situation. And, since we are a full service CPA firm, we are available throughout the year to answer any questions you may have and to offer tax planning advice.
Our individual tax preparation services begin with filling out a confidential organizer. We will then meet to go over any questions you may have and for us to understand your tax situation. When you’re ready to have us prepare your tax return, you will gather the information that we need and we can meet in person or you can mail it to us. When your return is complete, we will review it in detail with you so you understand it.
Documents and Calendars below.
Please download all 3 tax return documents. They are all required: