We will make special arrangements for those who are unable to come to our office. We’ll arrange with you to pick up and deliver your return from your home, place of business or designated drop site.
We do not want to miss the opportunity to do business with you!
Here’s what else you can expect
- Organizer to help you assemble your return data
- Pre-year-end tax planning newsletter
- Client Satisfaction survey after tax season
- Individualized year-end tax planning (when required)
- Tax questions during the year? No charge for brief phone calls
- The comfort of knowing your return is prepared by a Certified Public Accountant
Income Tax Planning and Preparation
Personal income tax planning provided at any time during the year and/or near year-end to determine the amount of estimated income taxes you will owe to assist you in lowering those taxes so you pay the least amount of income taxes. Income tax preparation designed to aggressively prepare your income tax returns taking full advantage of all deductions and tax credits so you pay the lowest amount of tax allowed by federal and state laws.
Financial Statement Preparation
Personal financial statement preparation is provided for financial planning, banking needs, etc.
We provide the information forms needed in order for us to prepare your personal financial statements. All you have to do is simply complete the easy-to-use forms and return them to us.
Legal Support Services
We will work with your attorneys to assist you in almost any type of civil and/or domestic legal case. We can provide the financial reports and information your attorneys will need to best represent your case. We also provide expert witness testimony for court cases and hearings.
Lending and Financing Assistance
We will work with your bank or other financing institution in order to secure the financing you need for the purchase of a primary residence, vacation home, boat or almost anything. We can prepare the documents and financial reports required by these lending institutions and communicate directly with them.