This time slot is for an individual tax payer.
If you are bringing tax documents for other tax payers please do not use this time slot unless it is your dependent child. The additional tax payer will need to book their own appointment

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This time slot is for two tax payers.
If you are bringing tax documents for additional tax payers please do not use this time slot unless it is your dependent child. The additional tax payer will need to book their own appointment

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This appointment slot is for tax payers who would prefer to have their taxes prepared without coming into the office, as well as our out-of-town tax customers. You will have 2 slot options; 12pm or 5:30pm. Charlie will give you a call between the hours of 12pm-5pm or 5:30pm-9pm to review and discuss your tax return on the day of your phone appointment. Your final paperwork will be sent and signed electronically. There are only 26 slots available.

This appointment slot is for tax payers who file an individual tax return in addition to a separate corporate tax return. (1120, 1120s, 1065 & 990 form)

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This appointment slot is for tax payers who need to file prior year taxes in addition to current year taxes.

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Our bookkeeping services can help you get organized and make sense of your finances. Our bookkeeping services begins with a comprehensive evaluation of your financial situation. We’ll look at your current systems, analyze your books and make sure they are accurate. Once the evaluation is complete, we’ll work with you to create a customized plan that meets your goals. We will help you put the plan into action and ensure that your systems are optimized to make bookkeeping easier.