PERSONAL INCOME TAX PREPARATION

We work hard year-round to assist our clients in keeping more of what they earn.

We are available to answer clients’ questions and work on their income tax problems as they arise ... our only job is to attend to the financial well being of our personal income tax clients.

Our policy is to hire only full-time employees ... we do not use part-timers.

We like to meet with our clients when preparing the federal and state income taxes ... our policy is to allocate a two hour period for that personal meeting. We encourage our clients to take advantage of that face to face meeting instead of just dropping their tax information. During that meeting he also estimates our clients’ new tax year liability.

After we prepare the returns of our clients, we ask them to come back for a 45 minute courtesy (free) visit to confirm the estimate made for the new year or to answer any question they may have on future tax challenges, financial planning, retirement planning, etc.

We can prepare the state income tax of all states.

Moreover, we can prepare income taxes for previous tax years and amended income taxes for any year.

Fees

Our policy is to not give verbal fee estimates to new clients. We provide written estimates to all persons that call us to inquire about fees. Please call us anytime!

 

Consultations

We also offer one-time consultations for specific income tax challenges such as: buying a residence, buying rental real estate, buying vacation homes, working as a sole-proprietor, selling appreciated stock, or withdrawing money from retirement funds.

 

Problems with the IRS (State’s Tax Department)?

We can help. We have assisted clients since 1985 with such issues as audits, innocent spouse relief, offers in compromise, non-filing issues and amended returns.