Income Tax Preparation

Today’s tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year. And we can add you to our mailing list to receive timely tax, business, and financial advice.

We offer fast, affordable and convenient tax return preparation service. You submit your tax information to us on either our Secure Web Organizer or Paper Organizer. We will deliver, by priority mail, your laser printed tax returns.

Here’s How it Works

To use our service you must have a credit card and access to an email account. If you do not have an email account you can get one at hotmail.com. We have found that communication through email is more efficient and reliable than the telephone, and it allows us to document our communication to eliminate errors. Please review our Fee Schedule and Service Pledge before you begin. You can choose one of two ways to submit your tax information.

E-Organizer

Our E-Organizer is a secure and easy way to submit your tax information to us. Once you have used the E-Organizer, you will find your permanent information already transferred ti next year, making the job of submitting your tax information even easier. Existing clients automatically receive the E-Organizer each 
year. New clients should request an E-Organizer by contacting us. If you have forgotten your ID or password, email us and we will send it to you. You can log in and out of the E-Organizer at will, and take as many sessions as necessary to complete the task. Your information from all prior sessions will be saved. The E-Organizer gives you complete instructions, and help from us is readily available. When your information is complete, simply return the E-Organizer via email. All your information is safe and secure.

Click here to request your E-Organizer!

Paper Organizer

Our paper organizer gives you complete instructions on submitting your tax information to us in written form. It is an Adobe Acrobat (PDF) document and can be used to submit your tax information for the current year or any prior year. 


The following files require Adobe Acrobat Reader for viewing.
Click the icon for your free copy.

Home-based business
Click here to launch the Paper Organizer (2004)
Click here to launch the Paper Organizer (2003)
Click here to launch the Paper Organizer (2002)
Click here to launch the Paper Organizer
(2001)

E-Filing Your Tax Returns

It is now mandatory that tax returns be filed electronically in the following states. California ($50 fine for failure to file electronically), Maine, Michigan, Minnesota, New Jersey – Partnership Returns with 10 or more partners, Oklahoma, Wisconsin and the IRS has mandated that US Partnership Returns be electronically filed. We file all returns by e-file and have been doing so since 1991. Before a return can be filed the law requires the following to be in my possession. Original or Fax copies of all Forms W-2 and 1099. We must also have Form 8879 and Form 8453 signed and returned with original signature. The law also requires that no return can be transmitted prior to having been paid to prepare your returns. We sign your returns as a PAID preparer.

No Obligation Fee Quote

You may choose one of our flat rate fee packages below.

If you cannot find a fee package to suite your needs we will be glad to quote you a reasonable fee based on our per form charges. There is no obligation if the fee quote is not acceptable. We will proceed with the preparation of your return only after you have authorized us to do so by email.

No charges without total satisfaction

You will receive your completed returns as follows:
1. For fast service we can send your returns in PDF format for your review. Just sign the necessary documents and we can file your approved return the next business day. As soon as we receive confirmation from the tax agencies we will forward that confirmation on to you. Usually within 72 hours of transmission to the tax agencies.
2. We can deliver your completed laser printed tax returns and filing instructions via priority mail. 

We ask you to confirm receipt by email and to satisfy any questions or concerns you might have prior to the filing of your returns. We guarantee your complete satisfaction