We prepare and file tax returns for businesses, non-profits, estates, trusts and individuals. We provide tax planning and assist with tax problems. We pride ourselves on being very efficient, affordable and discrete. In the review process, our Electronic Return Originator checks the returns for input accuracy, data integrity and correctness. The data keyed by the agent is compared to the digital copies of the source documents used in preparation.
Our Document Management Specialist places our digital copies of all your tax documents, notes and information we use in preparing your tax returns in our highly secure database storage system.
If you are refinancing your home and your banker asks for copies of your W-2s, we can send them to you in a matter of minutes.
We will always return the original documents to you in one of our portfolio pouches. Scanning and maintaining these documents is one way that we go a step beyond just preparing tax returns for our clients.