SERVICES WE PROVIDE

Tax Management

From Start to Finish... We can advise you from the time you first begin making money, until you are ready to pass along your accumulated wealth to your heirs.

Tax Planning

We invite you to call anytime during the year with your tax questions.
Most folks think about taxes only once a year.  We encourage you to "Think Differently".

Tax Preparation

Careful tax preparation eliminates many problems with the IRS before they occur.
Our philosophy is, "the easiest problems to solve are the ones that never happen."

We respect your time

When you come in for your tax appointment, you will be seen promptly.
Together, we finish your tax return. You just sign and go home. We continue our work on your return by sending it in electronically.

How we work with you

You can drop-off your paperwork at our office, you can mail us your paperwork or you can fax documents to us.

Multiple States

Last year, we prepared tax returns for clients from 9 different states.

Estimated Taxes

For self-employed folks, we help you manage your estimated vouchers.

Representation

Got a letter from the "kinder, gentler" IRS?  Before you respond, CALL US.

 

PLEASE NOTE: The IRS does not currently communicate by email. If you receive an email claiming to be from the IRS, do not open any attachments or click on any of the links contained in the email. Instead, forward the email to phishing@irs.gov. You may also contact us. Never respond with your social security number or any other information!

Appointments

Returning clients are pre-scheduled based on their previous year's appointment.

Postcards are mailed to clients, prior to the start of the tax season, with their appointment times.

If you need to change an appointment, please call soon, as available time slots are limited.

If you used our drop-off or mail-in service the previous year, you may continue to do so this year.

If you have not been scheduled and would like to be, please call
our office and speak with Debbie.