Tax Preparation Services
We offer three services for personal income tax preparation as well as compliance services.
You can call our office to schedule appointments. Scheduled appointments always take priority over
walk-in clients. Once the return is completed, it must be checked for accuracy before the process
is complete so you will have three options:
- Come back to pick it up at a later time.
- Wait while it is checked and take the paperwork with you. (Usually takes approximately 25
minutes longer.)
- Have us mail the paperwork to your house.
The paperwork that you take with you will include your copy of the prepared return, any payment
vouchers, and/or any tax returns that need to be mailed. When you make an appointment you can see
any preparer that you would like, so you can see the same preparer year after year.
If you do not have an appointment you can still walk in at any time during business hours and wait
to see a preparer. Our walk-in service is first come, first serve, and our appointments take priority
over walk-ins. We staff preparers who specifally handle walk-in clients in order to keep your wait as
short as possible. Since our goal is to keep the wait as short as possible for everyone, walk-in clients
cannot request a specific preparer. Once the return is completed, it must be checked for accuracy before
the process is complete so you will have three options:
- Come back to pick it up at a later time.
- Wait while it is checked and take the paperwork with you. (Usually takes approximately 25 minutes
longer.)
- Have us mail the paperwork to your house.
The paperwork that you take with you will include your copy of the prepared return, any payment vouchers,
and/or any tax returns that need to be mailed.
The easiest way to have your taxes prepared is our Drop-off Service. You can come in at any time (no
appointment necessary) and drop off your income tax paperwork, have us prepare it, then you come back one
more time to pick up the completed return. Here's how the process works:
- You fill out our Client Information form and drop off your tax forms at our office.
- A preparer will prepare your return using the information provided by the tax forms and the client
information sheet.
- If any additional information is required, the preparer will contact you in order to complete the
return.
- Once the return is completed, the preparer will call you to discuss how to file, pricing, and when
you can come back to pick up everything.
We are here to assist you year around in any compliance issues you may have. Whether it is unfiled returns
for past years (federal, state, or local), variance letters received regarding discrepencies, or ammended
returns to report corrections, we can do what it takes to clear everything up. Our fees for these services
are on a case-by-case basis, reasonably priced. Our goal is to give you "Peace of Mind" with settling these
issues.