Our Services
Tax Consultation
Understanding tax laws can be quite complex. It's essential to talk to a professional about your specific tax needs so you can learn how to organize your taxes effectively to maximize your refund.
Tax Preparation
Filing taxes isn't a one-size-fits-all approach. We provide tax preparation services tailored to your unique requirements. Not sure what to bring to your tax appointment? Contact us for a free consultation.
Audit Assistance
Have you received a letter regarding an audit? These can be difficult to navigate. That’s why our experts provide audit assistance to correct inaccurate information and amend your taxes.
No cost consultation
In-person or virtual meetings available
Free analysis of IRS audit
Plan and verify resolution outcome
Tax Preparation Checklist:
What should you bring to your tax appointment?
​Personal Information
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Identification cards for you, your spouse, and dependents (Driver's License or Passport)
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Social security cards
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Birth certificates for dependents
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Identity Protection Pin Numbers (if the IRS issued one to you, your spouse, or dependents)
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Bank routing and account numbers
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Childcare provider's name and EIN with records of payment
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​Income Information
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​W-2 Forms
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1099's (MISC, NEC, G, R, K, or DIV)
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Schedule K-1 Forms
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Detailed list of income and expenses (if self-employed)
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W-2G Forms (gambling winnings)
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1095-A Forms (health insurance marketplace)
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Trust income
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SSA-1099 (retirement income)
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Income from stocks