We Can Help With Small Business & Personal Tax Preparation.
We’ve established quite a few long-term clients by first applying tax planning & tax preparation . It’s a good way to get to know us, and it’s a good way for us to get to know you.
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 works
- Set an appointment—Call us and we’ll set up a half-hour consultation.
- Show up and bring relevant documents—This will give us the chance to get to know you.
Here’s a general list of what we’d like you to bring to your appointment:
- Real Estate and Other Income Documentation
- Such as IRA
- Stocks & Bonds
Expenses and Deductions Documents
- Your books
Feel free to contact us. We offer a no cost, no obligation consultation. You let us know where you would like to take things from there.