Frequently Asked Questions

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Although the Internal Revenue Service will not begin accepting returns until after January 24, 2022, you are able to file now with us. Contact us today to schedule your appointment.  

• ID, Social security numbers
• dependent(s) information
• source of income statements (W-2, 1099s)
• Rental Income & Expense Statements
• Retirement Income statements
• Investments, Dividend statements
• Expense statements
• Bank Account numbers 

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"