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Tax Services

87,000 New IRS Agents?

In the past, we've offered tax preparation exclusively for our clients as a value-added service and we will continue to do that.  However, we would like to extend that offer to your family and friends as well.  So if you or someone you know needs some help with tax preparation or other tax issues, we're happy to offer our resources.

Other services we will provide for you:

  • Analyzing what-if scenarios
  • Filing estimates
  • Tax document vault/organizer
  • Amended returns

Tax Planning

You rarely get better than what you plan for.  Creating a good tax plan, you will be prepared and you will have a better idea of what to expect before it happens.  We believe that everyone should pay their taxes however, not one cent more than necessary. We will sit down with you to discuss your annual return each year and we'll give you tips & strategies for planning ahead.

Tax Preparation

Whether you are an individual or a business, we want to help you prepare your tax returns.  With over 20 years of tax preparation experience, we've got the tools and support to get you through any of your tax needs.  We understand the importance of accuracy and if necessary, we have been through the tax audit process before.  We have found that the IRS agents can be quite friendly and helpful. We can get you through the best and the worst of times.  We want you to feel prepared and help you accurately file your taxes, but even if the IRS comes a 'knockin, we'll be here for you.

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Need Help Getting Organized?

Need Help Getting Organized?

Feeling a little disorganized with your tax documents? Not sure what your tax preparer needs?

Use our 2022 Tax Organizer to make sure you get it right.  Then send it all over to us and we'll take it from there!

Have a Question?

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