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Get Scheduled

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REVIEW RETURN IN PERSON

We want to take the time to review the numbers on your return that will give you insight on why do you the balance due or refund. If something seems to be missing or you just want to double check the return, this is your time to do so!

The review of the return will be conducted by one of our Accountants who is well qualified to go over the return with you in detail.

Price:

FREE

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QUICK QUESTION

If you are currently monthly investment client then we want to service as quick as possible with your quick 1-2 questions. Let us know what you need us to answer.

(This is for our monthly and quarterly clients only. If you book this appointment and you are not a current monthly or quarterly client your appointment will be cancelled)

Price:

FREE

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REVIEW RETURN (REMOTELY)

We want to take the time to review the numbers on your return that will give you insight on why do you the balance due or refund. If something seems to be missing or you just want to double check the return, this is your time to do so!

The review of the return will be conducted by one of our Accountants who is well qualified to go over the return with you in detail.

Price:

FREE

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PICK UP/DROP OFF DOCUMENTS

Select this service option to ensure someone will be at the office ready to copy and/or scan your tax documents to prepare for tax preparation and e-filing.

Please keep in mind all finalizing of tax returns will be handled virtually.

Price:

FREE

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CURBSIDE TAX PREPARATION

With COVID-19 not going anywhere any time soon, we are forced to roll with the punches and continue to operate in a COVID friendly manner. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

If you're used to coming into the office and do not want to upload your documents using our interactive questionnaire for remote/virtual appointments, this is what you'll need to schedule.
• Once you schedule your appointment, you'll receive an email with a link to our
questionnaire - it's the same questionnaire you'd complete in office.
• Go ahead and gather your documents - the questionnaire gives you a good idea of what you'd need to have. Please print them out in advance.
• At the time of your appointment, park in our parking lot and call us to let us
know youre here
• We will come outside and pick up all of your documents. We will prepare your taxes while you wait.
• We will call you once we are ready to review (we may have additional
questions).
• Once complete, we will bring your tax return along with signature documents to you to sign along with your original documents.
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If you are filing as Head of Household or claiming dependents, the IRS requires additional due diligence by tax professionals. Please bring the following to your appointment even if you're an existing client:
• Dependent birth certificates
• Social security cards for dependents
• Proof that they lived with you for the year (report cards that show address and name, doctor records, childcare records, etc.)
• Rent receipts, mortgage interest statement or a utility bill

Price:

VARIES