Taxes

All tax clients receive a free online portal used to electronically send/receive documents, sign forms, access prior year returns and complete handy tax organizers to help ensure you have everything needed.

What kind of taxes do we do?

Personal, business, nonprofit, trust/estates and gift.

 

Who do we work with?

We serve hundreds of folks from all income ranges and tax complexities. Our long-time specialty is small/mid sized business accounting, taxes and consulting. We don't believe in minimum net worth to work with us. Character means more and we're selective on who we work with. 

 

What's the process like?

We provide a tax organizer with prior year data to help you know what to hunt down. Folks send in their docs via portal, mail, or drop off at our office. Once we have your records we prepare your taxes and connect regarding any missing information. We'll always touch base via email or call regarding unusual items or swings. Once your taxes are ready, we'll deliver them based on your preference of paper or portal.