My tax services will make your life easier. First and foremost, your tax returns are prepared in an accurate manner to ensure only the minimum amount of tax obligation within the guidelines of the tax laws. Second, the headache of preparation is removed, and you are freed to focus on your family, work, and other activities.

1. Initial No-Obligation discussion:
We will discuss your current tax situation and the related process for preparation of your 2005 federal and state tax returns.
2. Welcome Package:
I will email you an engagement letter with discussion of fees for you to review, sign, and return to me. I will also send a tax organizer.
3. Start the Tax Preparation Process:
The tax organizer asks various questions that give me the necessary information to complete your tax returns. Upon completion, you send it back to me and we will schedule a time to discuss the information.
4. Preparation of the tax returns
I will prepare the appropriate tax returns and follow up with any questions as necessary. Again, most of this correspondence is via email.
5. Finalize and File!

For federal and state tax preparation, please feel free to contact me for a no-obligation consultation.