Personal Tax Returns
Preparing your own tax return can be a tedious task that leaves you with more questions than answers. Tax laws are continuously changing making even a relatively simple return confusing. It is extremely easy to overlook tax credits and deductions for those unfamiliar with the forms and regulations. Even when using a purchased tax preparation program, the data entry becomes cumbersome potentially causing income and deductions to be stated incorrectly. Even worse, you as the taxpayer are liable for any errors which are made when using self preparation software.

Our services include:

• Starting with an optional tax organizer, we assist you in gathering all of the information required to complete your return. The tax organizer includes a questionnaire to prompt further discussion on the prior year's tax law changes, life events of the past year, and discussions on retirement and financial planning opportunities.
• Preparation will be completed by a qualified tax preparer or CPA and a secondary review and recheck by a CPA. Along with this review process, our tax software will compare your return with prior historical data to assist in identifying potential problems and limit IRS audit concerns.
• With 99% of our tax returns filed electronically, we also provide the option of direct deposit of any refund due to speed up the process.
• After returns are prepared, an optional meeting may be scheduled to review the results and look for potential future tax savings.