We can prepare your tax return either in person, drop off of material or by mail. For new clients we recommend an appointment with one of our associates. For returning clients we can provide you with a tax organizer and you can mail in or drop off your information. Our rates are competitive with other professionals in the area. Our fees are based on the amount of time the return takes to prepare, not based on the amount of refund or income. We are an authorized efile provider and do not provide refund anticipation loans.
Treasury Department regulations in claiming charitable contributions. The person failed to follow the instructions for the Form and as a result will not be able to deduct millions of dollars in the value of real estate donated to charity. A
Estate Taxes
IRS Representation
Tax Services
Orporate and individual tax preparation and consulting (state and federal) including electronic filing including late filed returns and out of state tax return
Real Estate Taxes
A senior citizen wanted to know how to reduce the amount of real estate tax she pays to the city she lives in. As a result of changes in her personal circumstances her income has been reduced and we prepared the paperwork for her to file with the local tax assessor in her community resulting in a
Income Tax
Your Federal Income Tax (click for the IRS Publication 17, for preparation of 2018 tax returns). Forms 1040 EZ and 1040A no longer exist. All individuals file Form 1040 with additional forms and schedules.
Call us to make an appointment. We provide independent advice and do not sell financial products (stocks, bonds, mutual funds) or insurance products. Some advisors receive a commission for selling you a product which may influence what they recommend. We receive compensation only from the client not from outside companies. We do not recommend specific stocks, bonds, mutual funds or other products.
Information provided on this website is provided for general public information and is not intended to provide specific recommendations. Personal or business situations vary and specific advice can only be provided on an individual basis. Discuss your specific situation with a tax professional, financial advisor or attorney. We are available to provide information and advice to clients on a fee basis. Information contained on this website is not intended to protect clients relative to any type of tax penalties which apply under the provisions of the Internal Revenue Code as per Treasury Circular 230.
Payroll Services
The firm focuses on helping individuals, small and medium sized businesses become more operationally effective and successful (profitable). We provide assistance with accounting software installation, payroll services and training including QuickBooks®.