Last year brought many last minute tax changes as well as a ton of new compliance initiatives from the IRS.  It’s a good year to have it all together.  We’ve geared-up our staff of tax experts to provide you with the latest information and the best of strategies.

Get Organized
Use the PDF forms below to assist you in preparing your documents.

Year-end Tax Letter
Income Tax Organizer
Non-cash Contribution Guide
Tax Return Questionnaire (required each year for all clients)

Services offered and fees

Fee Schedule

Need more time?

Extension Request (complete this if you want us to file an extension for you).