Tax Preparation

Our Individual Tax Services are what you would normally expect from a large CPA firm, without the high fees and feeling more like a number at times.  Steve believes it makes more sense to have a smaller amount of clients that will stay with the firm for years to come than to have a mega firm with high client turnover.  This is accomplished by providing excellent client service, doing what we say we will when we say we will do it and taking the time to answer even the smallest questions.

Although do it yourself software makes it seems easy to prepare your own tax return, you can't always be sure that "easy" translates to "correct". 

Here's what you get...

• The comfort of knowing your tax return will always be prepared and/or reviewed by a CPA.  Not only does this help assure you pay as little tax as legally possible, but it also reduces the chances of receiving a tax notice from the IRS or your state's department of revenue saying you prepared your return incorrectly.
   
• Your tax return will be filed electronically so you will get a refund back quicker.  In addition to electronic filing, we will store your returns electronically in a secure portal for you to access through our website at anytime with your username and password.
   
• We can show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
   
• We will show you potential deductions to limit your tax liability for next year.