We offer a free 3 year review of all prospective clients tax returns. We often find that returns that have either been self-prepared using a do-it-yourself software, or, returns that have been prepared by inexperienced or untrained preparers contain several errors. Many times the taxpayer is overpaying their tax liability. Usually after a review of prior years tax returns, and an in depth interview with the client, we can advise you on tax strategies and set you up to reap all the benefits according to the law. We have amended at least one year's tax return of over 60% of our clients that have come to us for the first time taking advantage of the free 3 year review. Last year the average of unnecessary taxes paid by first time clients that we were able to get refunded to them was $2816.

For first time clients filing a current year tax return:
To send us your information through the mail, please download and complete this Tax Organizer. The Organizer contains several sections that include common expenses and deductions that many taxpayers overlook. Please review these carefully and feel free to add any notes or questions that might help us find ways to save you money. Enter all relevant information in the designated areas on each page. If you need to include additional information, you may use the comment boxes provided. Also, provide detailed information if you answer "Yes" to any of the "General" or "Business and Investment" questions. This information can be a significant time-saver. When you send your information, please send copies of the following, if applicable:

• Last year's tax return (if not in our possession)
• Original Form(s) W-2
• Schedule(s) K-1 from partnerships, S-corporations, estates or trusts
• Documentation of pension or other compensation
• Form(s) 1099 or statements reporting dividend and interest income
• Form(s) 1098 and copies of real estate tax bills, etc.
• Legal documents pertaining to the close of sale (or purchase) of real property.

If you would like to enter your information online you may also use our secure online version of the Tax Organizer. This allows you to send the information necessary to prepare your return to us immediately and to mail or fax documentation at your convenience. To access it, please click here.

Thank you for your cooperation. Please call at 866-324-8926 or email us if we can be of any further assistance to you.