Where everyone counts
THERE’S A LOT TO COVER THIS YEAR
LETS GET STARTED!
2024 SCHEDULE
Tax Season
We will be officially open for tax season 2024 beginning Monday, January 8, 2024
Our office hours will be
Monday – Friday 10:00 AM – 8:00 PM
Saturday (from Jan 27 – Mar 30) 10:00 AM – 8:00 PM.
Make sure and secure your spot early, before the rush.
Tax Appointment Checklist
Personal info
- Completed Info Sheet.
- A copy of the last tax return you filed. (Only for new clients)
- A copy of your valid State ID or Driver’s License.
- Name, address, Social Security number and Date of Birth for yourself, spouse and dependents
- Banking information if Requesting a Direct Deposit.
Income Data Required
- W-2 – Wages and/or Unemployment
- 1099-NEC / 1099-K – Self Employment/Tips
- 1099-MISC – Miscellaneous Income
- 1099-INT/ 1099-DIV – Interest and/or Dividend Income
- 1099-G – State/Local income tax refunded
- SSA-1099 – Social Assistance Income
- 1099-R / 1099-B – Pension/Annuity/Stock or Bond Sales
- W2-G – Gambling/Lottery Winnings and Losses/Prizes/Bonus
- K-1 – Contract/Partnership/Trust/Estate Income
- 1099-S – Sale or Exchange of Real Estate property.
- Alimony Income
- Rental Income
- Foreign Income
- All other income documents that need to be declared.
Expenses, Adjustments, and Credits
- Dependent Care Costs
- 1098-T – Education/Tuition Costs/Materials Purchased
- Medical/Dental
- 1098 – Mortgage/Home Equity Loan Interest/Mortgage Insurance
- Employment Related Expenses
- Gambling/Lottery Expenses
- 1099-B – Investment Expenses
- Real Estate Taxes
- Estimated Tax Payments to Federal and State Government and Dates Paid
- Charitable Contributions Cash/Non-Cash
- Purchase qualifying for Residential Energy Credit
- IRA Contributions/Retirement Contribution
- Investment Rental property expenses.
REMOTE APPOINTMENTS
CALL US
Call us or email us to make your remote appointment for the 2024 Tax Season and we will send you an email confirmation with a link to register for the 2024 portal.
CHECK YOUR EMAIL
Your confirmation email will include all of your appointment information and a link to download and fill out the 2024 Info Sheet, as well as a link to upload your documents and register for the Secure Client Portal.
UPLOAD YOUR DOCUMENTS
Now that you filled out your Info-Sheet and prepared all your files, click on the registration link in the email and fill out the registration form online. Make sure to upload all your documents using the "CHOOSE FILE" button on the bottom of the registration form.
ACCESS YOUR PORTAL
Once you are all finished registering and uploading your files, you will receive an email from ShareFile to create your password and log in to your Secure Client Portal. Log in and make sure all your files uploaded successfully during registration. If you missed anything, just upload them directly to the portal using your new login information. To log in, click the betton below.
iNCOME TAX, SIMPLIFIED
OUR EXPERIENCED TEAM WILL ASSIST YOU WITH EVERYTHING FROM TAX PLANNING, TO PERSONAL TAX RETURNS, TO BUSINESS START-UP & TAX PREPARATION
Tax Planning
Let us help create a tax plan specifically tailored to you in order to help save more money and prepare for the future.
Income Tax Review
Still not sure about that old return? We can review your old taxes to make sure you took full advantage of all the benefits available to you.
Business Start-up
We can help you choose the corporate structure that best fits your individual situation for maximum tax benefits.
quick links
Log in to our My Tax Client Portal
Convenient and secure, our client portal makes it easy to upload your documents with end to end bank level encryption.
Where's My Refund?
Where’s My Refund? now provides refund information for the 2021, 2020, and 2019 tax years. You should still view your Online Account to see your payment history, prior year adjusted gross income (AGI), or other tax records.
Amendment Status
Check the status of your Form 1040-X, Amended U.S. Individual Income Tax Return, for this year and up to three prior years.
Our resource center puts all of our knowledge at your fingertips
Consultations
Tax Returns Prepared
Active Corporate Clients
Cups of Coffee
Avoid Tax Hurdles
We pride our selves in educating our clients. Let our experienced team of advisors and tax practitioners guide you through the ever-changing tax law landscape. We are here to help show you how to avoid the pit falls, and seek out the deductions.
Reduce Tax Liability
Let us help you structure, optimize, and plan, your tax strategy to take full advantage of every tool available to you as a taxpayer.
WE SPECIALIZE IN SMALL BUSINESS SO YOU CAN DO WHAT YOU DO BEST
Testimonials
“… knowledgeable, experienced, and is a pleasure to work with.”
“… very knowledgeable and personable. I highly recommend! This is the place to do your taxes. Period.”
“… professional and thorough and works hard to make sure everything is covered.”
“… Thank you so much my tax team for such an amazing experience, you have gained forever clients with us!“
“… extremely thorough! He sat us and went down step by step and helped us understand our taxes….”