Tax Preparation

Whether we like it or not, today’s tax laws are so complicated that filing even a relatively simple return can leave you with more questions than answers. It’s just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer program, there’s no substitute for the assistance of an experienced tax professional.

Here are the services you will receive...

  • Your tax return will be checked and rechecked by an Enrolled Agent with over 12 years of tax compliance experience. We will identify potential problems that the IRS may look at more closely and review the math to limit IRS inquiries.
  • Your tax return preparation includes electronic filing for one federal return and one state return. Electronic filing ensures that you will receive your refund quicker.
  • Where applicable, we will show you potential deductions to limit your tax liability for the next year. In addition, we will provide you with a list of commonly overlooked deductions to limit the following year’s tax liability.
  • We will show you how to adjust your payroll withholding to get more money back each pay period. Why give the IRS an interest free loan for up to 16 months?

With just a few clicks, all you have to do is...

  • Request an individual account to be established and we will send you a user name and password
  • Login, fill out a brief tax questionnaire, upload your documents and provide your payment information.

We will handle the rest...

  • Any follow up questions or concerns will be addressed via the client portal, telephone or internet conference (e.g. Skype or Google Hangouts)
  • We will send an email confirmation when your returns are complete.
  • Your returns will be available for printing and saving through our secure client portal.