Frequently Asked Questions

 Unless you are a new client, it is not necessary to visit our office to have your return(s) prepared. Many clients utilize the mail and express services to send their information to us. For new clients, we recommend a meeting so that we can discuss your unique tax situation. 

 Yes, we do! Many of our clients are just starting in business. We will guide you through the necessary governmental forms. Through our networking, we can also assist in finding you other necessary professionals to deal with such as lawyers, insurance agents, mortgage brokers, etc throughout the state. 

 Yes. When setting up a new business, it is very important to set up the right type of business, such as corporation, S corporation, limited liability company, sole proprietorship, etc. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. 

 Yes, you should keep your old tax returns for at least 5 years. When a return contains information pertaining to the basis of property owned, it should be kept until that property is sold. If you throw out an old return, you may fill out form 4506 (Request for Copy of Transcript of Tax Form) and send it to the IRS service center where you filed your return. 

 Fees vary based upon the work being performed. It is difficult to give exact quotes due to the complexity of some tax returns and unexpected issues. Over the years, we have found our fees to be competitive. 

No, we are not a seasonal company. We are open from Monday through Friday from 8:30am to 5:00pm all year round.

 Please visit this link to find out the status of your refund:

https://www.irs.gov/refunds

 A tax organizer is provided for your convenience that contains most of the items which you will need. Also, we require the following documents for preparation:

• Completed Tax Organizer
• Copy of Last Year’s Tax Return if not prepared by this office
• W-2’s (Wages, Social Security, Unemployment, etc)
• 1099’s (Interest, Dividends, Pension, Miscellaneous income, etc)
• K-1 (Income from Partnerships, S Corps, Estates and Trusts, etc)
• 1098 – Mortgage Interest and Property Tax Statements
• Brokerage Statements from Stocks, Bonds, or other Investment Transactions (Capital Gains or Losses)
• Closing Statements for Real Estate including refinancing
• Medical and Educational Expenses
• Taxes (Real Estate, Auto, etc.)
• Interest Expenses (Mortgage, Student Loan, etc.)
• A copy of taxpayer/spouse/dependents Social Security Cards
• A copy of a check (marked void) from your checking account if you wish to direct deposit
• Any other items you think are important

We are a full service, certified public accounting firm. We prepare tax returns including, but not limited to, individual, corporation, non-profit, estate and trust, partnership, payroll, sales tax, property tax, and other taxes. We also provide full charge bookkeeping services, payroll, and monthly, quarterly, and annual financial statements.

All potential clients, small to medium businesses, are evaluated on their individual needs.