We can help with Business Tax Returns & Personal Returns

We’ve established quite a few long-term clients by first preparing their tax return.
It’s good way to get to know way to get to know us. And it’s a good way for us to get to know you.

We routinely get more owed tax back than other tax preparation services.

How do we know this? We’ve reviewed and amended enough returns prepared by other accountants and tax preparers. And our clients have seen the benefits.

Here’s how it usually unfolds.

  • Set an appointment—Call us and we’ll set up a free half-hour consultation.
  • Show up and bring relevant documents—This will give us the chance to get to know you.

Here’s a generic list of what we’d like you to bring to your appointment:

Income Documents

  • W-2s
  • 1099
  • K-1
  • Real estate and other income Documentation

Investments Documents

  • Such as IRA
  • Stocks & Bonds

Expenses and Deductions Documents:

  • Receipts
  • Your books

Some Questions

  • We don’t have set agenda. We’ll answer your questions
  • And then we’ll talk.  No cost. No obligation. You let us know where you’d like to take things from there.

So get in touch.