Tax Help

Estimated Donation Values

Tax Organizer

Please click links to retreive forms.

We encourage our clients to e-file since, it is much more efficient than mailing. 

Drop-Offs - base price is $295.00.  If you are a long-standing client we advise you to drop off your materials to be prepared; unless you feel the need for a face-to-face appointment. Please take advantage of out new night drop box located on our front patio!

For New Clients - $350.00 minimum tax preparation charge. 

For Appointments With Charles - $400.00 base price for everyone.

To check on your recovery rebate "stimulus" please go to www.irs.gov.

Please be aware of our 24-hour cancellation policy. You will be charged $25.00 if you cancel with in 24 hours of your appointment. Furthermore, if you cancel your appointment more than twice during tax season we will need to reschedule you for after April 15^th. Please understand these policies are implemented to insure everyone has a great customer service experience. Thanks.

* PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. We are not responsible for the information or content provided on these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.