Welcome and Thanks for Choosing Us.

We get it you have choices and you are considering choosing us and for that thank you.   We consider each client Family.   We have been doing taxes for many, many years and most of our growth is from referrals and family members of current and past clients.   We acknowledge this and hold high standards for ourself and our clients and work product.   

One of the number one questions we receive is what to bring to our appointment.   Here is a quick list:

  • Prior Year Tax Return(s)
  • Any and all current year tax paperwork (W2s, 1099's, IRS Letters Etc.)
  • Summarized lists of deductions you had in the past like Work Expenses, Mileage, Union Dues
  • A Smile - Hey, don't shoot the messenger!   We promise to help you get to every deduction we can to make this experience positive.

Have more questions?