Tax Preparation Services

We help our clients with the following services:
  • Prepare your tax return with our professional software
  • Adjust or catch up your business or investment bookkeeping records so they are tax-ready
  • Check for every deduction you are eligible for
  • Double- and triple-check your tax return’s accuracy
  • Review any red flags generated by our tax software and inform you of any
  • Explain the complex in an understandable way so you can feel confident you’ve made the right decision
  • Electronically file your individual, corporate, and estate tax returns at the local, state, and national levels so you can get any refunds back as fast as possible
  • Provide you a link where you can check on your refund status
  • Keep you informed of due dates within the scope of our engagement with you so you can stop worrying whether you’ve forgotten to file something important.
  • Answer your questions and explain your options
  • Help you with recordkeeping requirements
  • Provide year-round access to copies of your returns should you need them to purchase a new house or take out a loan
  • Be available to call or email year-round for additional tax questions or services
  • Help you adjust your tax withholding amounts for next year.
  • Calculate estimated tax payments you may need to make to reduce or avoid penalties for next year
  • Make tax projections throughout the year so there are no surprises
  • Meet with you to determine ways to reduce

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    your tax bill for next year

  • Provide you with deductions you may be able to take next year to reduce your taxes