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Personal Taxes
Saving You Money
Personal Tax Preparation
We work to make saving money on your taxes as easy as possible. Returning clients can 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 before 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 sent to you via email or mail. We will email you if we have any questions or need additional information.
Please review each of the following documents before your meeting:
Don't Miss Important Dates
Deadlines & Cutoffs
Personal Tax Filing Deadline: April 15th, 2024
Personal Information Cut-off: March 20th, 2024
Any information or payment received after March 20th, 2024, will require an extension to be filed, and we cannot guarantee that your return will be filed by the deadline. Unless otherwise noted, your return will be completed on a first-come, first-served basis as soon as possible after the tax deadline.
Personal Extension Tax Filing Deadline: Oct. 15th, 2024
Personal Extension Tax Filing Information Cut-off: Sept. 20th, 2024
Any information or payment received after September 20th, 2024, will not be guaranteed to be filed by the October 15th extension deadline. Unless otherwise noted, your return will be completed on a first-come, first-served basis as soon as possible.
From Our Clients
"This is where strategy meets experience! Mr.Greene's ability to simplify the tax process is remarkable."
Nicole C.