Tax time is here! Are you ready? We’re here to help!
Here are 4 Easy Steps to Tax Filing Success!
It contains important information with deadlines you’ll need to know about.
This will help you get organized – which might be the most important part of making sure
you pay not a penny more in taxes than you owe.
Step 3: Get all your tax materials to us.*
Do this when you have all your receipts, W2s, and other forms gathered together. Information may be mailed to our office, personally dropped off, or uploaded to our secure client portal. If you drop your documents off after business hours, use the locked mailbox located outside the office’s front door.
*PLEASE NOTE! ALL NEW CLIENTS MUST FIRST MEET WITH EITHER WILL OR CINDY BEFORE DROPPING OFF OR UPLOADING THEIR TAX DOCUMENTS!
Call 216-521-2100 if you have any questions.
Step 4: Retrieve your completed tax returns via the client portal and pay the invoice. You will not receive a paper copy of your return.
From our founding in 1985, we’ve been committed to providing our each of our clients with outstanding personal, professional service. Call us today to discuss how we can help you achieve your financial goals.
We’re proud to have made Lakewood our home, both personally and professionally, for more than 30 years. We are deeply committed to helping the city of Lakewood develop and thrive for many, many years to come.
We offer a broad range of services to meet particular needs since no two clients are the same. From individual income tax preparation to small business advising, we do it all. Call us today to see how we can help you!
The IRS tax code is extremely complex, and it changes constantly. We’ll work hard to make sure you pay only the amount you owe and not a penny more. Have a tax problem? We can help you with that too!