We strive to provide you professional income tax preparation that is accurate, quality, and reliable. Please bring in the following documents to our office to assist in the preparation of your tax return:

  • Driver's License, ID Card, Social Security cards (yourself, spouse, and dependents)
  • Income statements (W2's, 1099's, 1099-INT interest statement)
  • 1099-R's (retirement accounts: 401k distribution, IRA's, etc.)
  • Unemployment statement, Social Security benefits statement
  • Prior year tax return (if you are a new client)
  • Mortgage Interest, Property Tax Statement, Car Tag Receipts
  • Charitable Contribution Statement
  • Medical Expenses
  • 1098-T (Education Tuition)
  • Daycare Provider Statement (EIN/SSN must be shown on provided statement)
  • Anything else that appears to be tax related - bring it in and our staff will determine if it will applies to your tax return


Schedule too busy? Don't fret! You can drop off your tax papers, and we will prepare your tax return. Once complete, we will call you to schedule a time for pick-up. Please bring all tax documents and necessary identification to assist us in the preparation of your tax return. You may also email us and/or fax your documents to us.


Feeling uneasy about your prior year tax return? The tax preparer you used last year not returning your calls? Need to correct your return? If you feel your prior year returns were done incorrectly, bring the tax return into our office and we will perform a thorough review of it. If we notice any discrepancies, our staff will advise you and will file an amended return to assure you recieve all the refund that you are qualify for. The review is at no expense, however the amended return will incur a fee. Please visit our office for more information.


Starting a new business? Confused as to what steps are needed to properly setup your business correctly? Call us today and schedule an appointment with our small business representative.


Bookkeeping: We can assist you with keeping your business records organized and accurate.