Tax Services

Photo Houston, Texas by D. Kirkpatrick

Organizing and preparing for your tax appointment will save time. Existing and new tax clients will receive an annual tax information organizer. The organizer is a tool to help you gather most of the information that will be required to prepare your return. If you’re a new tax client, you’ll also need to bring the past 2 years of federal and state tax returns to your appointment. 

Please be sure to always bring up any changes that occurred over the past year so that deductions and credits you’re entitled to can be maximized. Don’t be shy—ask questions! There’s no such thing as a dumb question and one of our goals is to make sure you understand your tax return.

Contact us to get started. We’re here to help and want to make preparing your taxes stress free!