We can help you with every aspect of your tax preparation and planning, including individual partnership and corporate returns. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service. We take a proactive approach to tax services. Our experts stay current on changing tax laws and legislation so you don’t have to. We’ll identify key tax-planning opportunities that can minimize your current and future tax liabilities and help you put these plans in action throughout the year. To expedite your tax experience with any Accountant or Tax Professional. Log on to IRS website create and account and request your digital transcripts. (Click here to request your Transcripts by mail)
What do I need to bring to the tax professional for my appointment? Please “Right Click” on the links below.
| Form Type | Format | Download |
| 2018 Business Tax Organizer |  |
Download Form |
| 2018 Individual Tax Organizer | |
Download Form |
| Accountables 2018 Individual Client Agreement | |
Download Form |
Our client base reflects the range of our expertise, and includes:
- Individuals • Private Franchises • Multi-level Marketers
- Medical and Dental Practices • Retailers • Estates
- Manufacturers • Restaurants • Non-Profit Organizations
- Wholesalers • Commercial Organizations
Client Services Include:
- Tax Preparation • Accounting • Tax Planning
- Retirement Planning • Book Keeping • Trust Management
- Audit Representation • Entity Setup • Tax Education
