Our Core Services

  • Individual Income Tax Preparation
  • Business Income Tax Preparation
  • Business Advisory Services
  • Bookkeeping
  • Payroll Processing
  • Sales Tax Return Preparation

Income Tax Preparation:

It’s a whole new ballgame!

This tax season is going to be "different"! With the passage of the Federal Tax Cuts and Jobs Act (TCJA) we now have new tax laws, different forms and schedules, and additional preparer due diligence requirements.
 
That's why we have updated "what we do and how we do it" for you, our valued clients.
 
We now have three levels of service for you to choose from.
 
The most significant change is that we can no longer schedule "preparation" tax appointments. Preparation appointments are when we prepare your tax return, or start to prepare your return, in front of you.
 
We still can provide you with a "consultation" appointment to review your return after it has been prepared and provide you with tax planning and answer questions. A consultation appointment is available in the "Silver" and "Gold" level packages.
 

NEW: Our 3 Levels of Service for Income Tax Preparation

 
Bronze
Level
Basic income tax preparation with NO consultation or appointment with CPA.
Silver
Level
Basic income tax preparation with ½ (half) hour consultation appointment with CPA AFTER return has been prepared.
Gold
Level
Basic income tax preparation with 1 (one) hour consultation appointment with CPA AFTER return has been prepared.
 
Consultation appointments are available throughout the year.