Individual Taxes

Our team of Tax Specialist have over 40+ years combined expertise in;

                                                  Preparation of Individual Taxes

                                                  Preparation of Fiduciary Taxes

                                                  Preparation of Trusts Taxes

                                                  Preparation of Estate Taxes

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Tax matters, government tax codes, and tax letters may be intimidating, complicated and confusing. Additionally, circumstances in your life may change in ways that you do not expect such as having a newborn, getting married, having a suspended license, etc.  Our experienced and knowledgeable staff is here to help you year round with any state and as many years and filing requirements as you see fit. We take great pride in tailoring our services to the needs of each individual.  You will always be greeted with a warm welcome and leave with knowledge and clarity as we explain each step of our process along the way.  

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We handle any tax problem, any year, any return, any state!

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Pre Appointment Form

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_____ New Client        _____ Existing Client

Filing Status

(1) Single, (2) Married Filing Joint, (3) Married Filing Separate, (4) Head of Household

                Taxpayer                    Spouse

Please Print

Social Security #:________________________          ________________________ 

First Name:         ________________________          ________________________

Last Name:         ________________________          ________________________

Occupation:        ________________________          ________________________

Date of Birth:      ________________________          ________________________

Phone #:            ________________________          ________________________

    Cell #:            ________________________          ________________________

E-mail Address:    ________________________         ________________________

Current Mailing Address

    Street Address ____________________________________ Apt. # __________

    City ___________________________ State ___________ Zip ______________

    County __________________________

Bank Information:    

Routing #: ______________________ Acct. #: __________________________

Bank Name: _______________________  Checking/Savings: ______________

1st Stimulus Payment Received:     _____________

2nd Stimulus Payment Received:     _____________

Dependent Information

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First Name:

Last Name:

D.O.B.:

SS#:

Relationship:

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**You must bring a copy of the front and back of your state photo ID with your documents.**

If married filing joint, please include the information for each.

Taxpayer                        Spouse

State Issued:    ___________________________          ___________________________

ID#:        ___________________________          ___________________________

Exp. Date:    ___________________________          ___________________________

Issue Date:    ___________________________          ___________________________

Doc. #:    ___________________________          ___________________________

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