It’s time to get personalized tax support.
Trustworthy advice for your unique tax situation
Fees start at $700 and depend on the complexity of your return and time required. You’ll receive a comprehensive price for services before we start any work.
No, but we’re happy to refer you to firms that do.
We’re here for you 12 months a year–not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.
We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives,associates or friends who might have referred you to us.
We prepare tax returns for individuals, small business owners, rental property owners, and executives with stock options.
Foreign reporting, including: foreign bank accounts ( form 114); foreign assets (form 8938), foreign corporation (forms 5471 and 8858)
- Partnership (form 1065)
- S-Corporation (form 1120S)
- Corporation (form 1120)
- Trust and estates (form 706)
You’ll provide your tax information via our secure client portal hosted by SmartVault.
Yes. Our secure client portal is hosted by SmartVault. According to SmartVault, “SmartVault uses SSL when you or others you invite to your SmartVault account interact and communicate with SmartVault by uploading, viewing, and downloading documents. This protects your documents, passwords, and other interactions with SmartVault from eaves-dropping.SmartVault also encrypts backups of your documents and their metadata, and then stores these encrypted backups offsite. Because of this, any backup media intercepted or lost in transit from SmartVault to the secure, offsite facility is non-recoverable by eavesdroppers.
All documents stored in the SmartVault data center are encrypted at rest using AES-256.”
We strive to make our tax return process as straightforward as possible. You can learn more about our processes for prospective clients, new clients, and current clients here. Note: link “here” to Process page
If you have your documents uploaded before our deadline, it will be 2-3 weeks. If it is during the middle of tax season, it will likely be 4-5 weeks.
There’s an app available on Android and Iphone called CamScanner. Simply take a picture of your documents, and it will convert it to a PDF.