Prepare my Taxes

To help prepare your taxes, please follow these 3 easy steps:

Step 1 – Assemble your information
Gather your personal financial documents, such as: your W2’s, social security or
retirement income, interest income (1099s), social security numbers (for you and all
those you claim as dependents) and other miscellaneous income. (Click here for a
preparation checklist.)

Step 2 – Visit our office
You can call ahead to make an appointment or just walk-in. Find a convenient office
near you.

Step 3 – We prepare and file your tax return
A tax professional will review your tax situation by ascertaining all relevant
information in a step-by-step checklist to ensure that the credits and deductions you
deserve are properly recognized prior to preparing the return. You will review the
finished work, and if satisfied, you have a choice of either to e-file or print and sign
your tax returns.