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You need to bring all papers you have received in the mail that say “important tax documents.” This includes W-2s, 1099s, Social Security Statement, and brokerage statements. If you are a first time client we need a copy of your prior year's returns.
The deadline for an extension is October 16, 2023. In order to get your taxes processed by that time, we will need all information turned in to us a month before the deadline.
Yes, charitable contributions are tax deductible. The Consolidated Appropriation Act of 2021 permits a deduction of up to $600 on your tax return for couples filing jointly as an above-the-line deduction.
We offer payroll services, sales tax filing, monthly or quarterly bookkeeping for local businesses.

Our Hours

Tuesday - Friday: 7:30am - 5:00pm
*Closed 12:00pm - 1:00pm for lunch
Saturday, Sunday & Monday: CLOSED
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