Tax Preparation

Our firm is currently open to receiving new Individual Tax Clients for tax preparation and/or tax resolution. We serve taxpayers with unearned and earned income including small business income as a sole proprietor, single member LLC, or have farm or rental activities. All new clients will need to present Social Security cards for all who are on the tax return as well as government issued ID/Drivers License or State ID.

We require your completion of the New Tax Client Form and once received, our office staff will contact you. For security purposes, we will not receive your documents through email, however you are able to use our secure client portal to send your tax documents. You may also mail documents or use the secure drop box available 24/7. We will always confirm with you the receipt of your documents and status of your tax return. We will review in person or on the phone the details of your tax return. If you owe, we offer tax analysis.

Please click below to complete this form.

New Tax Client Form

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Tax Resolution with IRS or State

If you require assistance with back taxes, an unresolved IRS or State tax issue, an Enrolled Agent is available to serve you. Please complete the Tax Resolution Client Contact Form. Many tax issues are easily resolved, some require more expertise. Your timely response to an IRS notice or letter is critical in the resolving of your tax issues so be sure not to procrastinate and act today. Let us know how we can help you through our sister company, American Patriot Tax Relief. Our phone consultation is complimentary. Set up your appointment today by going to the Tax Resolution Services tab.

Please click below to complete this form.

Tax Resolution Client Contact Form

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