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We focus on transparency and integrity, building long-lasting client relationships. Whether maximizing refunds for individuals or assisting small businesses with tax laws, we're here to help you achieve your financial goals. Contact us for flexible scheduling to make tax season stress-free and successful.
If you need help with our services or professional guidance, click the button below to request assistance.
We're Here For You!
Tax Return Preparation
We specialize in Individual and Small Businesses tax prep services. We understand the importance of filing your taxes correctly and on time. We offer several options to get started: upload your tax docs on our secure & encrypted automated platform, drop-off service or you can set an appointment.
Amended Returns
Let us handle any changes you want made to previous returns. You’ll feel better – breathe a BIG sigh of relief and feel confident knowing your return(s) have been completed, filed and accepted by the IRS.
Delinquent Returns
This happens to the best of us… you’re not by yourself and many times it’s not your fault. However, the reality is this, late returns have have to be filed in order for you to get back into compliance with the IRS.
Frequently Asked Questions
Where's My Refund? Where's My Check or Deposit?
Here are the links to check your refund status:
What Proof of Identification Will I Need to Provide?
State-Issued or Federal-Issued picture ID
Social Security Cards for everyone yourself and spouse/dependents (if applicable)
Your Checking Account & Routing Number (to direct deposit your refund) or we can print a check (where available)
Copy of your previous or most recently filed tax return
What Tax Docs Should I Provide?
Provide all documents mailed to you which indicate they’re for “Tax Purposes.”
Not all will apply.
Child Care Expenses
1098-T Education Tuition Expense
Interest Paid on Student Loans
Alimony Paid (need Social Security number of recipient)
1098 – Mortgage Interest Expense
Medical savings account
Moving expenses
IRA contributions
Rental Property Expense & cost basis
Adoption expenses
Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
Real Estate Taxes and other taxes paid
List of Charitable Contributions
Un-Reimbursed Job Expense
Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box
What Docs or Proof Do I Need to Provide for Credits/Deductions?
Not all will apply.
Child Care Expenses
1098-T Education Tuition Expense
Interest Paid on Student Loans
Alimony Paid (need Social Security number of recipient)
1098 – Mortgage Interest Expense
Medical savings account
Moving expenses
IRA contributions
Rental Property Expense & cost basis
Adoption expenses
Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
Real Estate Taxes and other taxes paid
List of Charitable Contributions
Un-Reimbursed Job Expense
Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box
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