1. I am a new business or client, how should I reach out to you?

Please give us a call and schedule an appointment. 

2. When can I schedule my tax appointment?

Our appointment book opens the Monday after Thanksgiving.

3. What type of information should I bring to my appointment?

We mail all of our clients a tax organizer, which should be very helpful in planning what to bring. Some highlights of what to bring to an appointment include, but are not limited to:

  • New Clients: Please bring a copy of last years return
  • W-2, K-1, 1099 Misc, 1099 Interest, 1099R
  • Mortgage Statement (Interest Paid)
  • Tax Bill
  • Business Expenses (was a computer purchased? Did you have to travel or attend seminars that you weren’t reimbursed for? Etc.)
  • Interest Statements
  • Stock Sales
  • Dividends
  • Interest from a Purchase of a Vehicle or Home