Documents You Will Need:

  • W2(s)
  • 1099(s)
  • Previous 2 Years’ Tax Returns
  • Social Security Numbers
  • Birth Dates
  • End of Year Brokerage Statements
  • IRA Contributions
  • Capital Gains Statements
  • Proof of Taxes already Paid
  • Mortgage Interest Statements
  • Medical Expenses
  • Charitable Contributions
  • Rental Property Records
  • Dependent Care Information
  • Business Records
  • Social Security Statements
  • Property Taxes
  • Documents indicating “Important Tax Information”

Making History together…

We will review…

  • 2014, 2015 Completed Tax Returns
  • Identify possible mistakes or missed opportunities
  • Changes in 2015
  • Life – marriages, divorces, dependents
  • Income – promotions/raises; active/passive or capital gains
  • Laws – up to date tax law changes or extensions that could directly affect your return

Prepare and Deliver Your Federal and State Tax Returns

This is a two meeting process because we believe in taking the time to getting it right.  By double and triple checking your return, we ensure maximizing accuracy to ultimately minimize your tax liability.  Your first meeting will be with our accounting staff to record your financial data in the right schedules for your tax return.  During your second meeting, you will review your return line by line with a certified tax coach to understand your tax return and, more importantly, identify possible opportunities to reduce your overall annual tax obligations within the guidelines of the IRS Code.


To electronically schedule your appointment, please fill out the following information and we will call to confirm your day and time.

(We will call to confirm your day/time)

Should you have any further questions, or if you prefer to schedule your appointment by phone,

please feel free to call us at  (810) 225-3690.