TAX consult

Schedule a FREE 10 minute one-on-one consultation with an Authorized IRS e-file Provider to discuss your personal tax situation. Let’s get connected and see how we can provide personalized services for your tax preparation needs.

Tax preparation

  • Client intake interview or client completion of tax organizer

  • In-depth review of your individual tax documentation

  • Preparation of accurate tax returns based on client provided documentation

  • Calculate estimated taxes for self-employed small business owners

  • Electronic filing and direct deposit for a faster tax refund

  • File extensions and calculate estimated tax to avoid interest and penalties (where applicable)

  • FREE annual 10 minute tax consult to prepare for the upcoming tax season

* A non-refundable retainer of $100 is due at time of scheduling drop-off appointments. Retainer will be credited to the preparation invoice.

tax organizer (FREE)

What is a Tax Organizer?

A tax organizer is a document to help guide taxpayers with the collection and submission of information necessary to file a Form 1040, U.S. Individual Income Tax Return.

FREQUently asked questions

Click the link below to quickly find answers to our most frequently asked questions.