Tax Preparation

As part of our services, we prepare income tax returns for clients – and others looking for a trained professional to complete their taxes. Our fees are competitive with the major chains, and almost always lower than CPAs would charge.

We pride ourselves on preparing thorough and accurate tax returns and helping clients do appropriate tax planning – matching withholding or estimated tax payments with expected income rather than over-withholding; maximizing the use of appropriate deductions; and planning ahead for required minimum IRA distributions.

Our tax services are provided by an on-staff, trained Enrolled Agent.

Call today at (800) 750-2111 for our tax organizer and to make an appointment.