Don't Just Save on Taxes; Invest in Your Wealth
Don't be Late! Get us your data by MARCH 30 to file ON TIME
you've got until OCTOBER 15. If you didn't, contact us NOW! Remember, your tax payment was due APRIL 15 even if you filed and extension.
If you haven't filed with us before, This is where to start.
Follow this link to complete our Client Info Form and get set up on our secure Web Portal for document exchange.
If you've worked with us last year, your SmartVault is already setup and waiting for your documents. But you'll still need to complete the Client Info form (but we've made it as short as possible!) START HERE.
We try to be as transparent as possible on pricing. We've greatly simplified our structure, and as always, we don't have a stopwatch running to surprise you with a bill later on.
We love getting mail. Unless it's a letter from Uncle Sam or some other tax agency. Don't understand what it says? Let us help you. We don't mind translating government-speak into plain English.
Seem like the same day with IRS keeps repeating over and over and over? We believe you! The IRS is running ridiculously behind and we can't get through half the time, either. But give us a chance and we'll try to find where your lost tax returns went.
We have a new system coming online shortly. We'll post a link here when it is operational.