Dear Clients, Our wishes to all of you for a Happy, Healthy, and Prosperous New Year. Tax filing will begin January 27th! Tax returns can be prepared before January 27th if all documents have been received. We will hold the return and process on the 27th. We encourage early appointments and early drop off of… Read More

What to Have for Your Appointment– New Client Social Security card(s) Driver’s License(s) Dependents’ Social Security numbers and dates of birth* Wage statements W-2s Last year’s Federal and State tax return Self-employment business income and expenses/ 1099-MISC*/ 1099K Form 1095-A (Health Insurance Marketplace Statement)** Exemption Certificate Number*** Commissions received/paid* Pension, retirement income/ 1099-R* Unemployment income/… Read More

We will be continuing our drop-off and pick-up preparation procedures. For those clients that have more complex returns or would otherwise have a specific necessity for an appointment, we are offering some in person,  Zoom and phone appointments.  Please call our office to schedule an appointment, if deemed necessary. In order to avoid unnecessary extensions,… Read More