Income Tax Returns We make this process as simple as possible and try to minimize your present and future record-keeping time. We provide an organizer booklet and a list of tax documents needed to help you gather your tax records. We like to meet with you in person, at least the first time we prepare your returns. In subsequent years, you may be able to mail or drop off your tax documents for preparation, and receive your finished tax returns by mail or in person. You have the choice of electronic filing, or the traditional paper tax returns. We search for every legitimate deduction, and we're comfortable using extensions to reduce the pressure on you to finish by the April 15 deadline. We can provide a fee estimate before proceeding.

Our objective is zero defects, "always right the first time".

Continuing Relationship We don't forget about our clients after the return is done. We send out tax advice, provide quarterly tax payment coupons, and are always happy to advise or answer any questions. We never charge for short phone calls.

Questions we have answered --

How can I adjust my withholding so I break even on April 15 th?

What are the best ways for me to reduce my taxes?

I owe the tax man more than I can pay right now. What should I do?

Should I be making quarterly estimated tax payments?

I just bought/sold my house. What are the tax consequences?

What is the best way for me to keep track of my records for my small business?