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New Clients

Our firm prides itself in providing both the intimate feel of a small office as well as the expertise and convenience of a larger company. We have a wide knowledge of both personal and business income tax preparation and have many clients who are self-employed. Some highlights of working with us are:

Online document delivery and file sharing - This is an important service we offer for your convenience. Through an online account, you can securely upload information to your tax preparer and view or print your tax returns whenever you need them. We can also upload copies of your original documents, so you will have a backup of everything used for your return. Some of our clients use their online accounts to do their taxes from remote locations - they just upload their documents and we give them a call with any questions as we prepare the returns. 

Tax planning advice- We are always looking for ways to save you money, so not only can you expect an accurate tax return, we also offer advice on areas you might want to make changes to save yourself tax dollars in the future.

Personal accountant- You can expect to know who does your tax return and work with the same accountant year after year. This allows us to get to know you better and advise you on potential tax issues before they even come up.

 

When we prepare your tax returns we will do our best to make the process as simple as possible. Even so, there are a few steps that we cannot do without your help. Read More

Ever wonder what happens to your return after you drop it off? Read more

Our prices start at $425.00 for standard returns and increase based on complexity. If you would like to download a form that you can complete and email to our office for a more detailed quote based on your individual situation, click here. (You will need to open the file with adobe reader to complete the pdf on your computer.)

We always try to sit down with new clients and have a conversation. This is because the more we know about you, the more ways we will be able to find to save you money. To schedule an appointment, please call our office at 651-739-1000. If we haven't spoken with you before, we will ask you a few questions to make sure we schedule you with the preparer who best suits your needs.