Tax Services

---

We understand that preparing your own income tax returns can be a task that leaves you with more questions than answers. Today’s tax laws are so complicated that filing a relatively simple return can be confusing. 

Your tax preparation includes:  

Fee schedule

We provide you with upfront estimates of your tax return preparation costs to avoid financial surprises. 

Checklists 

It can be frustrating not knowing what to send to your tax preparer. We provide you with digital and hardcopy tax checklists to alleviate data concerns. 

Reminders

We understand that life can be busy. Yet, you want to get your taxes done efficiently and painlessly. To this end, we send reminders to you of any missing information to avoid tax submission delays.  

Electronic Filing

Your returns can be filed electronically at no extra cost to get a refund back quicker. 

Secure Portal 

Gone are the days of filling an envelope with anything that looks remotely like a tax document and sending it in the snail mail. Professionals have shared that, every year, original documents get lost in the mail. We provide a secure portal that makes it easy for you to automate the delivery of your tax data in a timely and organized way with personal data security as a top priority.  

Checks

Your tax returns are checked and rechecked by our computer software identifying potential problems the IRS may look at more closely. 

Tax planning is a process that helps you reduce the amount of taxes you’ll owe at the end of each year. 

Many people ignore tax planning. They don't even think about their taxes until it's time to meet with their CPAs, EAs, or tax advisors, but tax planning is an ongoing process, and good tax advice is a valuable commodity. 

There are a number tax planning strategies available, but it primarily involves three basic methods: reducing your overall income, increasing your number of tax deductions throughout the year, and taking advantage of certain tax credits. 

Your tax planning includes consultations to help you reduce your taxes, a customized strategy created just for you, and personalized solutions for your own situation to keep more of your money.