I. Tax Consultation – Typically done through telephone or e-mail to determine if our service is a good fit for your Tax Preparation needs. Note this is not intended for a full Tax Consultation this is simply to assist with onboarding any answer any questions you might have. If you need a tax consultation please schedule here.
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If CPA’s could gather all your documents for you, we would! Unfortunately we can’t — so we created a safe and secure online portal to help get you organized. Once we on-board you as a client you we will grant you access to our safe and secure portal. You can do everything from a smart phone, Ipad, or computer saving you valuable time! To keep you organized here is a basic checklist to help gather some common documentation. Some items will not apply to you so use this as a general guide.
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Key 2018 Tax Changes
Come tax time this year there will be a few things you might see that change the character of your tax return mainly driven by the Tax Cuts and Jobs Act. There were major tax reforms that were passed by Congress, and they could potentially impact the taxes you owe or receive when filing time comes.
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