Annual Filing

Tired of paying too much for your tax prep at a large franchise or CPA firm? Our affordable tax prep services are right-sized just for you. We’ll quote you an upfront flat fee custom to your particular tax situation and we’ll stick to it! No per form or surprise add-on charges.

We have all the tools needed to handle your tax returns remotely! Sign up for our secure portal to get started. Keeping your confidential information private and secure is important to us which is why we have a “portal or paper” policy. You can either use the secure portal to upload your documents or drop off/send your tax paperwork to our office. We do not accept emailed documentation, even if it is password protected. Email is not safe and does not protect your information.

• Secure Client Portal – Your one-stop shop for all your tax information. Use the portal to upload your documents, retrieve an electronic copy of your completed return, email/message us sensitive or personal information, and ask questions.
• Paperless delivery – Save the environment with our paperless delivery option. Sign all your tax return documents electronically, pay your invoice online and received a PDF copy of your return through our secure portal.

Amended Returns

Ever get that ‘stray’ form in the mail after you filed your taxes for the year?  Returns can be amended for federal and state up to 3 years after you filed the original return.  There are many reasons why you may need to file an amended return:

• You received new information that should have been included on your original return
• You discover something was reported incorrectly on your original return
• You discover tax laws were not applied correctly on your original return
• You found additional deductions/credits that should have been included in your original return
• A retroactive change in tax law occurred, such as a court ruling on disputed laws

Regardless of why you need to amend your return, we can help!

Financial Planning & Tax Consultation

Do you have financial questions? Would you like to better manage your budget? Would you like to avoid surprises at tax time? Do you need information on how to make better financial decisions for you and your family? We can provide you the tools to better manage your day to day finances and the challenges life brings. Below are a few of the areas where we can help:

Work Changes

• New job or pay structure
• Employee benefit options (comparing options offered by your employer and their impact on your taxes)
• Accepting work as an independent contractor
• Starting/growing/selling a business
• Business entity selection

Personal Finances

• Household budgeting
• Retirement planning/withdrawals
• Marriage/divorce
• Financing options (main home, car, second homes, etc.)
• Family additions through birth or adoption
• College planning/new college student/graduating college student
• Retirement planning/time to retire
• Inheritance
• Buying/selling rental property
• Federal and state tax notices

Our planning and consultation services are tailored to your needs to accomplish your personal tax goals. We can focus on the topics that will be the most impactful to you and your financial situation. We recommend scheduling a one-hour starter session for only $175.

Tax Planning

Tax planning gives you more control over the amount of tax you pay and when you pay it. We work with you to develop tax strategy to navigate life’s twists and turns. Here is a list of popular tax planning topics:

• Job changes; New job, Large changes in compensation, Independent contractor work/self-employment income.
• Family additions through birth or adoption
• College planning/new college student/graduating college student
• Retirement planning/time to retire
• Borrowing options
• Employee benefit options (comparing options offered by your employer and their impact on your taxes)
• Buying/selling rental property
• Starting/growing/selling a business
• Business entity selection

Tax planning services are tailored to your needs to accomplish your personal tax goals.

Notary Services

We offer Notary Public services and are available when you need us.  Please call ahead.