Common Questions

What are your rates?

Rates vary depending both on the complexity and time required.


Payment Policy

Payment for all services is due upon completion of the work. We accept cash, check, and all major credit cards. Retainers may be requested for work on major tasks.


When are you available?

Year round.


What should I bring?

  • Completed individual tax organizer
  • A copy of your tax return from the previous year, if not prepared by this office
  • Form(s) W-2 (wages, etc.)
  • Form(s) 1099 (interest, dividends, etc.)
  • Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
  • Brokerage statements from stock, bond, or other investment transactions
  • Closing statements pertaining to real estate transactions
  • All other supporting documents (schedules, checkbooks, etc.)
  • Any tax notices received from the IRS or other taxing authorities


Are you able to do returns for out of state clients?



What does the “P. S.” stand for?

According to Alan it stands for “problem solver!” In actuality, the “P.S.” is for professional service corporation.


If I get a notice from the IRS, what should I do?

Contact us immediately so that we can help you review for correctness and respond.