Return Preparation

All returns again are prepared by a CPA.  

Need assistance with your tax planning? Don't we all. We've got you and your personal goals and objectives in mind. You and all your tax planning needs are in expert hands.  

Initial Meeting

This includes a meeting to collect your paperwork and a discussion of your personal goals for the coming year

All returns are prepared in-house by a fully licensed CPA. 

WELCOME

A

B

Our comprehensive tax solution includes free pick-up and delivery, return preparation & review along with complementary e-filing services.  Our goal is your complete satisfaction. 

D

TAX PREPARATION

C

​​TAX PLANNING

Review & E-Filing

The return is fully reviewed & explained along with a discussion of filing options.

Drop-off & Plan Review

Closure meeting scheduled to drop-off return & review plan to meet your personal goals. 

​​TYPICAL PROCESS 

WHERE RETURNS ARE LESS TAXING