We are proud to be an alternative to the large accounting and tax firms that are more interested in their pocketbooks than the customer. Our fees are affordable, and we will customize them to the services you request.
How quickly can I receive my tax refund?
If you use direct deposit services, you'll receive your refund in one to three weeks. If you want it mailed to your home, it may take longer.
What if I have a tax question during the tax year?
Unlike the typical national franchises, we are open 52 weeks a year and will always answer your questions.
What do I need to bring to your office?
Please provide the following information:
Personal information for each family member, including name, date of birth, and social security number
Last year's tax return
Valid driver’s license
1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-MISC
Self-employment income and expenses
Evidence of a home sale
Rental income and expenses
Gambling or lottery winning
Amount of last year's state income tax refund
Any estimated taxes paid
Social Security or Railroad Retirement
IRA or 401K distributions
How long do I keep my tax records?
The Internal Revenue Service suggests 5 years from the date you filed the tax return, and we agree that most receipts and support can be discarded after 5 years. However, your tax returns, W-2s, 1099s from banks and mutual funds or brokerage firms, or any contract for an asset you still own should be made a part of a permanent file.