One of the biggest mistakes individual taxpayers make is trying to navigate the complex tax laws themselves by preparing their own tax returns or hiring an inexpensive (and usually equally unqualified) unlicensed tax preparers to advise them. This almost always costs them more money in the long run.
For new clients, we recommend that prior to scheduling your appointment, you complete the tax organizer that we provide to assist you in gathering the documents necessary for the accurate completion of your return. When you come in for your appointment, we will review your information and answer your questions. Your return is then prepared, reviewed, and finalized. Lastly, we file your return electronically.
We are open year around and after the tax filing season we are available to answer any questions that may arise or to provide other services that you find beneficial. We prepare tax planning reports and projections to better help you manage your tax situation and avoid paying in too much or too little during the year.