Tax Services

Accurate and helpful tax services

Our knowledgeable and patient staff will give you all the tax help you need.

Electronic filing
– By filing electronically you can speed up your refund and receive it in as little as ten days.

Short inquiries – We encourage clients to ask us questions during the year. (We always try to return calls within 48 hours and for short inquiries, there is no charge.) We have found that many clients overpay their taxes, something which could be avoided by a short phone call or visit. When you hear something from a so-called ‘expert”, please call us and get the facts right. If the question requires more time to discuss, calculate, or research, we charge a consulting fee.

Computerized returns – We use one of the largest and most respected software companies in the U.S. This insures that your tax return is done as quickly and efficiently as possible.

Handling of letters – Handling of Letters from the I.R.S. or Franchise Tax Board (as long as they are presented to us in a timely manner).

Audit services – Many personal audits can be handled at no charge. (We reserve the right to charge for business audits, depending on the complexity.)

Due to increased costs, there will be a surcharge of 3.5% on the transaction amount for all those who choose to pay with a credit card.

Commonly Asked Questions

This PDF will give you the answers to some of our clients frequently asked questions:

Tax Related Questions

Q: If I am involved in some way with an Estate or Trust how should I proceed?

A: The first step is to contact your preparer. There should be no disbursement of funds or any other actions until the tax implications can be determined. Time is a very important element in these situations so call as soon as you are able.

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