For new income tax return clients, I will review the prior three years of tax returns at no charge as long as we complete the current year returns. If, in the review, I determine that taxes have been overpaid, I will advise the client and complete the amended tax returns. If this happens, then we will charge a fee for the review and the preparation of the corrected returns. If the review indicates that taxes have been underpaid, I will advise the client of the underpayment and give them advice as to the need to correct the balance due returns.

Fees for individual tax return preparation range from $250 up, depending on the complexity of the returns and the quality of the information received. Business returns (corporation, partnership, or estate) will be quoted if requested.

Services offered:

  • Professional Services: Accountants -
  • Professional Services: Accounting - Certified Public Accountant