Just $99 for first time clients who are over 59 yrs of age
If it is your first time with us you need to make an appointment - see below. Download the forms - see top of page - and bring them with your tax documents and a copy of last year's tax return. We will meet with you for 30 minutes to discuss your situation. If you agree with our process we will keep your documents and prepare your return. Once the return is ready we will have another appointment to review the return and receive payment for our services.
How It Works..If we prepared your returns last year...
The Tax Preparation Process - Returning Clients
If we prepared your returns last year then we do not necessarily need to meet with you up front. Feel free to drop off your documents along with the completed intake forms - download these above - and we will let you know when they are ready to pick up.