Our goal is to make tax time as painless as possible for our clients. We aim to provide a friendly, yet professional, experience. We’ll answer all your questions about your tax returns and ask the questions needed to make sure you get every deduction and credit you are legally allowed.
No tax return is too small!
Whether you want to spend some time exploring tax strategies, or, quickly get the whole thing over with, just let us know. We’ll work to make your experience a good one. We can’t guarantee a big refund, but we can help you get all the deductions and credits you are legally entitled to. We offer a variety of options for your convenience: drop-off, or mail-in, and upload service, as well as electronic filing. We hope to offer face to face appointments soon.
Our tax season hours include mornings, evenings and Saturdays to accommodate your schedule. We are open year-round as well, to handle extensions, letters from the IRS or elsewhere, and any income tax questions you might have.
Our prices are very competitive (see Pricing) and we are open year-round to serve you. If you are not satisfied with our work for any reason, you are welcome to take your papers and not pay us. We are a leader in the local community and thrive on referrals from satisfied customers.
We stand behind our work. In the rare event we make an error, we will pay any penalties related to our error.
We specialize in federal, state, and local income tax preparation. Our favorite clients are individuals and families, but we also do a lot of rentals and small businesses (including Limited Liability Companies (LLCs), S Corporations, and partnerships). We can handle trusts and estate income tax returns. We can also help with letters you may receive from the IRS or other taxing agency (even RITA!).
We offer the following options to get your tax information to us. Choose the method you like best.
Drop-off – any time 24/7
Use our drive thru (available February 2021) or secure mailbox right by our front door. Drop off your W2s, other tax documents, and your completed What to Bring TY2020 (and What to Bring business TY 2019 if applicable). Include a good phone number and we will call you when your returns are ready. The turn-around time for drop-offs is typically between 2 – 10 days during tax season.
Mail-in / Fax / Upload
Mail, fax or upload your tax documents and the What to Bring TY2020 (and What to Bring business TY 2019 if applicable). We will call with any questions and let you know when your taxes are completed. You can pick them up in person (drive thru, or lock box), or we can deliver them to you via Priority Mail or secure email.
[Temporarily not available due to the coronavirus]
A face to face meeting where our tax preparer typically completes your returns during the appointment (if all information is available), usually within an hour.