Services
Services
IN PERSON
Face-to
Face appointments available. Health protocols are in place and
observed.
DROP
OFF
Information
can be left, worked on, and your completed tax return can be picked up later.
INTERNET
- CONTACT FREE
Using
a secure internet portal and Zoom, you can work from the comfort of
your
home or office. Includes signing the return.
PROTECTION PLUS* - Audit Defense is provided to all 1040 clients.
FOR BEST RESULTS
Point towards a successful experience with the following tips:
- Provide a copy of last year's tax returns. (Even better, last three years.)
- Provide paper or electronic copies of all tax documents for the current year.
- Answer all questions and correspondence promptly.
- Schedule an in-person or Zoom wrap-up session to learn about the results.
- Take time to plan for next year. Any changes on the horizon?
- Year-round service is at no extra charge - contact me anytime with any question.
FAMILY DISCOUNT
A special discount is available for tax returns of your student children living at home.