Tax Services

  • Prepare income tax for individual and Business (form 1040- schedule C- form 1065-1120- 1120S).
  • Prepare and complete the sales tax return and sale tax liability report.
  • Prepare all local tax as required by state or local jurisdictions. 


Please find a list of files below that can be downloaded and filled out in advance to assist in the tax filing process prior to our meeting.  (To download the file to your computer, right click with your mouse on the specific file link, and then select "Save Link As...")

Tax Return Questionnaire
Individual Taxpayer Checklist
Business Taxpayer Checklist
Schedule C Worksheet
Tax Organizer Form