We pride ourselves on being a customer-focused alternative to large accounting and tax firms. Our fees are affordable and tailored to the specific services you need. We're committed to providing excellent value and personalized service that fits your budget.

If you choose direct deposit, you can expect to receive your tax refund within one to three weeks. If you prefer to have your refund mailed to your home, it may take a bit longer.

Unlike the typical national franchises, we are open year-round, 52 weeks a year. You can count on us to always be available to answer your tax questions whenever they arise.

To ensure we can accurately prepare your taxes, please bring the following information for each family member:

Personal Information: 

• Name
• Date of Birth
• Social Security Number

Last Year's Tax Return

Valid Driver’s License

Income Documents:

• W-2s
• 1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-MISC
• Self-employment income and expenses
• Evidence of a home sale
• Rental income and expenses
• Gambling or lottery winnings

Tax Refund and Payments:

• Amount of last year's state income tax refund
• Any estimated taxes paid

Other Income:

• Social Security or Railroad Retirement
• IRA or 401K distributions
• Unemployment compensation

The Internal Revenue Service recommends keeping your tax records for 5 years from the date you filed the return. We agree that most receipts and supporting documents can be discarded after this period. However, certain documents should be kept permanently, including:

• Your tax returns
• W-2s
• 1099s from banks, mutual funds, or brokerage firms
• Any contracts for assets you still own

These records should be part of a permanent file for future reference and security.