RESOURCES – TAX CENTER
This is our annual tax letter that contains important tax updates, tax rates, and other information. Please review this letter prior to submitting your tax information to us to ensure you have considered all possible tax savings.
This is an all-inclusive list that you may find helpful in organizing your tax information. Please note that not all sections will apply to you. Submitting this with all applicable sections completed may expedite the completion of your return.
Unsure of what documents to keep and for how long. Reviewing these IRS guidelines will get and keep you on the right path.
You will need to know your social security number, filing status, and exact refund amount listed on your tax return.
No matter what services we may be providing, our mission is always complete client satisfaction.