Tax Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax adviser to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. Joni reviews each tax return in order to achieve these goals. To minimize your tax liabilities and maximize your future opportunities, we keep abreast of current tax laws throughout the year.

Whether you are an individual or operate a multi-tiered corporation or partnership, our staff can accommodate your needs for tax planning and preparation.

Forms Required for Tax Preparation

• Personal

  Checklist download:   PDF

  Health insurance information download:   PDF

  Engagement letter downloads:   Individual ( PDF )

• Business

  Checklist download:   PDF

  Engagement letter downloads:   Partnership ( PDF ), S Corp ( PDF )

• Electronic Filing Authorization

  Form 8879 download:   PDF (New 2021 form not available yet)