Hours
Mon-Fri: By Appointment

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Tax Services for Individuals and Small Business

Accountant's Education Services

Sales Tax, Payroll and Information Returns

We offer convenient and accurate preparation of routine business tax returns.   We prepare TPT/sales tax, contractor TPT, 941 payments, payroll and unemployment tax, workers comp, annual corporate filings, and some income tax returns.  

When we cannot provide income tax services for your business, we will help prep your financial records so that they are clean, organized and ready for use by your CPA.  Thus, you save money with your accountant and allow him to focus on tax strategy.

Income Tax  

We offer convenient and accurate preparation of income tax returns for individuals, couples, contractors, small business owners, students, HOA's, and small corporations.  We provide free consulting on basic questions.

Dave is a current participant in IRS' Annual Filing Season Program. 

Rates *

  • Individuals & couples, typically from $200 - 400
  • Business & non-profit returns, from $500 

      *  additional fees may be added for more complex returns and for bookkeeping services
     

What to bring?
Bring copy of your prior tax return, W2's, 1099's, mortgage statements, medical expenses, health insurance costs, tuition & school expenses, retirement statements, rental property records, business financials, investment statements and auto mileage. 
Here is a 2016 questionnaire that you can download and complete prior to our meeting:  tax organizer.  It helps both you and us get things in order.

E-File

Why e-file?
When you file electronically, you get a number of benefits.  You are assured of on-time receipt.  Refunds are processed much faster.   And you eliminate processing errors.

How fast will I get my refund?
You will get two ways to track your refund.  In some cases, refunds can be deposited to your account within 10 ten days.     

What if I owe?
With e-file, you can pay when you file the return or schedule a payment date in the future.  You can pay by debit card or credit card.  An installment plan can be arranged, if you cannot pay what's due by April 15.