Don't Just Do Taxes - Make a Plan for Yourself
Looking for a way to get ahead?
Tax Planning is often over looked and the default of last minute preparation takes over. Have a conversation with us and Let's make a plan for your future.
Organizers are sent out to our clients before the start of the tax season. If you are not a client and would like a organizer, please contact us so we can get your information. Sign up for our secure portal and get yours electronically.
Our Secure Portal allows our clients to upload and download their tax records and receipts to us through a secure portal. It will also allow them to receive a copy of their tax return electronically helping to reduce paper waste.
Here is the link to our Secure Portal
Client service is the cornerstone of our practice, and we strive to act as strategic partners to our clients by leveraging our expertise to provide innovative, responsive, and cost-effective tax services. Our motto, "We take the time to do it right, because it is the right thing for You", represent our desire to get the right solution for your tax situation. We are available year around to help our clients make wise decisions in regard to their tax/financial health.
For our senior citizens and others who might find it difficult to come to our office we offer a mobile tax service that will come to you. We will pick up your records at your home and return them with your completed tax return.
All of our returning clients receive a discount on services. For our new clients, print out this page and bring it in to receive a 10% discount on your completed return.
Refer a new client to us and receive $15 upon the completion of your referrals' tax return.