Tax season 2019 is here! We are continuing with our Boutique Tax Service of picking up and dropping off your documents. New this year is a Secure File Portal where we can exchange documents electronically. We have expanded our accounting/bookkeeping services. Referrals for both tax and accounting are always welcome and very much appreciated. One of the most rewarding things about being in my own business is having Clients who return year after year and I want to thank you for doing so.

Please see the following links for the Tax Organizers for 2019. It is requested that you fill out and sign the appropriate organizer(s).

pdf Individual Taxpayer Organizer (279 KB) pdf Individual Taxpayer Organizer - Rental Property (301 KB)  
pdf Individual Taxpayer Organizer - Sole Proprietorship (383 KB) pdf LLC Tax Organizer (165 KB)
pdf S Corporation Tax Organizer (158 KB)  

If you are a new Tax client we will need a copy of your previous year return; if you are a new Bookkeeping client please provide us with as much information as you can.


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