Saving You Money
Corporate Tax Preparation
We work to make it as easy as possible to save money on your taxes. Returning clients can simply mail in their tax documents and do not need to make an appointment unless they feel it is necessary. We require all new clients to schedule a “Tax Preparation” meeting with one of our accountants prior to return preparation to review their documentation, and teach them our firm's process and what to expect. Before you know it, your return will be done and will be sent to you via email or mail. If we have any questions or need additional information, we will email you.
Please review each of the following documents prior to your meeting:
Don't miss Key Dates
Deadlines & Cutoffs
Personal Tax Filing Deadline: Feb. 22, 2023
Personal Information Cut-off: Mar. 15th, 2023
Any information or payment received after March 22th, 2023 will require an extension to be filed, and we cannot guarantee that your return will be filed by the deadline. Your return will be completed in a first come, first served basis as soon as possible after the tax deadline, unless otherwise noted.
Personal Extension Tax Filing Deadline: Sept. 15th, 2023
Personal Extension Tax Filing Information Cut-off: Aug. 25th, 2023
Any information or payment received after September 25th, 2023 will not be guaranteed to be filed by the October 15th extension deadline. Your return will be completed on a first-come, first served basis as soon as possible, unless otherwise noted.
Our accountants have created resources to help you better understand commonly asked tax questions. Through this, you can gain valuable insights and make informed decisions regarding your taxes.
From Our Clients
"Robert is a very insightful tax strategist, specifically for S-corp tax planning. I recommend him to other entrepreneurs regularly."