Individuals
A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed. TAX PREPARATION includes the completion of Federal, State, County and City returns for individual as required by law.In order to provide you with the most favorable returns, we will require detailed information and documentation involving both your personal and professional financial situation. Our accuracy in reporting your income, deductions, and credits is based on you providing the necessary information. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. Any advice, suggestions, or recommendations regarding your financial situation is based solely on the information we obtain from you and should be followed up with further guidance from your banker, attorney, or investment advisor. Our fee will be based on the forms required (NOT line item) at standard billing rates plus out-of-pocket expenses. Invoices are due and payable upon presentation. We will return your original records at the end of this engagement.
OUR GUARANTEE: Is a FREE service limited to 3 years from the date of completion and available at the time the return is completed and paid for. We appreciate your confidence in us. Please call if you have questions.