TAX SERVICES NEWS

Check the background of this firm on FINRA’s BrokerCheck.

It’s that time of year again! Time to start thinking about taxes and scheduling your tax appointment! Appointments fill up quickly, so please call soon after receiving this mailer in order to get your preferred date/time.  Also, please see inside this mailer for important 2023 tax information.

We’ll be doing in-person appointments as usual, but we’ll also be taking drop-offs for those that are more comfortable getting in and out of the office.

In addition, we have set up a secure portal to transmit tax documents and tax returns, so remote tax preparation is also a safe & secure option.

Note: An upcharge will be added for all tax prep fees paid by credit card.  In order to avoid the upcharge, please plan to pay by cash, check, or bank-to-bank transfer (ACH). 

We hope you had a safe & happy holiday season, and we look forward to seeing you soon!

TAX SERVICES

Personal Tax Return Preparation

- Federal Returns: 1040, 1040SR, 1040X
- State Returns: All states welcome
- Local Returns: All cities welcome (RITA,CCA, Lorain, Amherst)

Business Tax Return Preparation

- S Corp, Partnerships, Trusts, Non-Profits
- 1120, 1120S, 1065, 1041, 990