516 Route 9
In order to keep our prices low, we require these materials at your scheduled tax appointment:
If you plan to itemize this year, please fill out our tax organizer which will help you total all your expenses and avoid missed deductions. You may use your own method as long as you have the totals.
We have a full staff of friendly tax preparers and accountants to make your feel right at home in our office. This is what we will do to ensure your tax appointment is stress-free:
We will take the time to double and triple check your tax return for accuracy. We will also set up a time, usually within 1 week of your original appointment, for you to pick up your completed tax return.
Call us to schedule your tax appointment at (609) 489-5200
We’re confident that you’ll find your investment in our service represents an outstanding value that will help protect yourself from making any tax mistakes in the future and maximize your tax return.
We look forward to continuing to serve you through the difficult tax challenges ahead. And remember, we’re here for your family, friends and colleagues too!
*Sit down appointments are only available if you are a first or second year tax clients, a financial client OR if you have a life changing event which includes: change in marital status, death of a spouse/partner, change in number of dependents, purchase or sale of a house, inheritance, first year of retirement, first year of taking RMDs.
**New clients must drop off, e-mail, or fax last year’s tax return one week prior to your scheduled appointment so that we may fully prepare for your appointment.
***We use this detailed information to help with determining RMD’s, deduct any fees that may not be readily apparent, and potentially find ways to save you money on taxes.
****We are here to help you with your tax return, any time spent researching cost basis may be an extra charge. Please have this ready before coming in.
*****Names and addresses of Charity are needed for non-monetary contributions. Please ask us for a donation valuation guide or click here.