Tax Services

We offer a full range of tax preparation and planning services. We provide professional tax preparation and filing of all Federal, State and Local tax returns for Individuals, Businesses and Non-Profit Organizations at very competitive rates. We monitor tax law changes and can implement a tailor-made program for you. We work with you year-round to help you minimize your total tax burden.

 

 

 

 

Planning for your First Visit:

What to Bring:

  1. You and your Spouse’s Picture ID(s).
  2. Social Security Cards and/or Tax ID Numbers of you, your spouse, and any dependants.
  3. W-2 Forms and 1099 Forms for any work preformed during the year.
  4. Year-End Bank and Investment Related Statements.
  5. A Record of the Expenses you incurred during the year.
  6.  Business or Rental Income Statements
  7. Home Mortgage Statements
  8. Tuition Statements and/or Record of Educational Expenses
  9. Pension and Retirement Contribution Statements
  10. Bank Routing and Account Information for Direct Deposit.