Resources
New Client Registration
Our new client registration form aims to gather essential information to effectively assist you with your tax preparation. This form helps us understand pertinent details about you and your family. To begin, simply click the link below.
Request for Tax Return Reprint
Kindly utilize the provided link to initiate the process of obtaining a printed copy of your tax return. It’s important to be aware that there is a fee of $35 for each requested tax year.
New Business Startup
Recently introduced to our range of services, this form facilitates the collection of essential information and enables us to schedule a consultation. During the consultation, we will explain the step-by-step process of establishing your new business.
Tax Planning Session
If your personal income or business has experienced an exceptional year with a noticeable increase in net income, it’s important to recognize that this can lead to an increase in your tax bill. What might not be immediately apparent is the potential to mitigate this tax liability. The solution lies in effective tax planning. Click the link to schedule and Tax Planning Session.
Year-End Tax Planning Session
This session offers a comprehensive overview of your business and individual taxes for the year. It serves as a year-in-review, assisting in recalibrating your tax liability. The goal is to provide you with insights into your financial situation, ensuring you have a clear understanding of what lies ahead. By the end of this consultation, you’ll be able to rest assured, knowing where you stand and equipped to face the future with confidence.