top of page

Tax Preparation

Do you need help filing for your family or small business? Well, you are in the right place! We also handle small non-profits as well. Your time with us will begin with a 15-30-minute conversation where we learn about you and how we can help. From there we give a quote and if you would like to proceed, you pay a deposit and we get you set up in our tax portal so you can securely send us your documents. Once this is completed, we have a 7-10 business day turn around for Individuals returns and Business returns on how organized you are. Once the return is completed you are notified and sent an invoice for the remaining balance with a link to our calendar to set up a time for us to review the return via Zoom. During this appointment, we review key changes of your return and areas we would watch for the current tax year, so you understand your personal situation.

bottom of page