♦ Tax Preparation


We offer the following tax-related services:

Preparation of returns for

In addition, we prepare past years’ tax returns, amended returns and offers in compromise.

Also, for a fee, we will review a client’s self-prepared return.

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DOWNLOAD YOUR TAX ORGANIZERS BELOW

Using a tax organizer will assure us of having all the information we need to prepare your return completely and accurately.

Click here to download a NEW CLIENT questionnaire for 1040 filers in pdf format

Click here to download a NEW CLIENT questionnaire for 1040 filers in Word document

Click here to download a pdf of the SIMPLE TAX PLANNER for returning clients

Click here to download a Word document containing the SIMPLE TAX PLANNER for returning clients

Click here to download a pdf of the SELF-EMPLOYMENT INCOME organizer

Click here to download a Word document containing the SELF-EMPLOYMENT INCOME organizer

Click here to download a pdf of the RENTAL INCOME organizer

Click here to download a Word document containing the RENTAL INCOME organizer

Click here to download a pdf of the VEHICLE, TRAVEL & ENTERTAINMENT organizer

Click here to download a Word document containing the VEHICLE, TRAVEL & ENTERTAINMENT organizer

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