Getting Started with Tax Preparation

Why Use a Tax Professional?

Doing your own taxes could cost you time and money. But taking your taxes to a retail outlet may not be the answer. We do more than put numbers in a box. We build relationships. We offer the professional services you need this tax season and beyond:

  • Professional service at a reasonable price
  • CPA consulting
  • Tax savings tips
  • Personalized financial advice
  • Year-round communication
  • Excellent customer service
  • Accuracy and reliability

Let's face it, the US tax code is very complicated and constantly evolving. Proper tax planning requires knowing what's new this year and what changes are coming. From deductions to income thresholds to tax credits - we'll stay on top of State and Federal tax legislation, so you don't have to. 


Documents

We know your time is very valuable, so we’ve put together a few handouts to help you prepare for your appointment.  Getting organized is the most important step. Our handy Tax Document List will help ensure you gather all the forms you will need to bring with you to your appointment.

Next, our Client Organizer will assist in collecting information about your individual tax situation. Please complete this form before your appointment.

If you have further questions on what to bring, contact our office any time.  Or when in doubt - bring the item in question with you.

Pricing

Our goal is to keep things simple so there are no surprises.

We want you to have a clear understanding of all fees and expenses before we get started. While fees are never appealing, using a professional can often catch credits or deductions that you may have missed - saving you money!

Our individual tax preparation pricing is based on the National Society of Accountants' (NSA) most recent survey results of the average cost of professional tax preparation in our area.

Have a Question We Can Help With?

We are here to help. We specialize in thorough, uncomplicated financial guidance in a language you can understand.

Ask Us


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Tax related services offered through True Blue Tax LLC. True Blue Tax LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services.