Services Offered

Appointments

We offer 1 hour sit-down appointments. During this hour you are able to sit down with your chosen tax professional while your return is filled out. This is the time to ask all the questions and get all the tax advice you need for your specific situation. Feel free book an appointment that works with your schedule.

We offer drop-off services. For those clients who aren’t able to make an appointment or can’t get into the office. You can just come on into our office, fill out a quick questionnaire for information purposes and you are free to go. Your chosen tax professional will get the tax return done promptly. Then you just stop by our office at your convenience to finalize the return and you are done!

Drop-Off

We offer virtual returns for those clients who are not local or those who can’t make it into the office. Once your account is set up, just upload your documents and your tax professional will work on that return for you. When it is complete you get a chance to review the return and ask questions before e-signing and finalizing the tax return. Our virtual portal is secure per IRS requirements so your information is always secure. We never put your private information at risk. For more information on this service, send us a message and we will contact you with how to set up a secure portal.

Virtual Returns

Bookkeeping

We have begun to offer bookkeeping services for those businesses that have just began and those that have been operating for years. With our bookkeeping services, we help you understand what is going on within your business. We are able to create profit and loss statements, explain your business’ cash flow and help estimate and pay quarterly taxes. This is a new service offered so only a couple of the preparers offer this service. Please check with your tax professional about bookkeeping for your business.