Our People Make The Difference
Online Secure Portal
We have a new portal that will make it easy for our clients to upload needed documents securely.
What should I bring to my tax appointment?
Your CPA will need all documents that verify income and deductions for the year 2022. These include: wage income on a W-2, interest income from a bank, Form 1099 retirement income and social security or pension information. For new clients, we also like you to bring your previous year’s tax return so we can check for any carryover information.
If you are itemizing, please bring that information as well. This includes a summary of medical expenses if they are significant, mortgage interest statement, property tax, charitable donations and state tax payments.
Anything else would be on a case by case basis. Your CPA will let you know what additional information is needed during your appointment.
What Sets Us Apart?
There are many ways in which we set ourselves apart from other firms. We really care about our clients and it shows. Don’t just take our word for it….listen to them! We receive feedback throughout the year and would love to share it with you.
We are very quick to respond to emails and calls.
We have a multi-step review process which insures your return is accurate and complete.
We don’t just receive your information and punch in numbers. We look at everything and make sure your books tie out. We are very detailed in our processes.
Our firm is constantly researching and staying ahead of the curve when it comes to ways we can help our clients. Credits are a good example of this. The Enterprise Zone credit and Research and Development credit are just a couple of the credits we have been able to apply this past year which have saved our clients’ money.
We offer tax planning that is very beneficial to our clients and help them save money in the long term.
We really listen to our clients. If you have a question, we will do everything we can to get it answered in a timely manner.
Communication is very important to our firm. We make sure our clients are aware of major changes that come up so it’s not a surprise when they receive their return.
Our CPAs are very knowledgeable and honest. Their number one goal is to do their best work for you.
We have a team of 30 people who enjoy being together. We are unified in giving the best service to each of our clients. Starting at the front desk, all the way through to the final return.
Finances are a pretty personal thing and we appreciate our clients trusting us with theirs.