FAQ

Here are some of our most common client questions:

Do I have to complete a tax organizer?

Yes. The organizer is designed to help us make sure you pay the lowest legal amount of taxes possible. There are also several legal issues we have to follow and having you complete the tax organizer helps make sure we communicate all of these things to you.

When do you need my information by to complete my return on time?

For personal tax returns we need all of the information by March 25th. This allows us the time we need to properly go through all of your information and file a complete and accurate return.

For business returns, we need this information by February 25th.

What happens if I do not have my information to you by the above dates?

We will file an extension for you, if you let us know that is what you want us to do. There are small additional fees involved.

Tax Preparation ~ Bookkeeping ~ Consulting