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How to Book an Appointment

What is the process?

Simple. Clear. Stress-Free.

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01

Schedule Your Appointment

Book online in minutes or give us a quick call.

02

Prepare with Ease

Use our downloadable checklist to gather the right documents.

03

Meet with Us, Your Way

Connect virtually from home or visit us in person.

04

Meet with Your Preparer

Sit down with your preparer to ensure everything is accurate.

05

File with Confidence

We'll submit your return with accuracy, providing a simple, streamlined process.

Services We Provide

We make filing your taxes simple, accurate, and stress-free. Whether you’re a full-time employee, retiree, or freelancer, our experts review every deduction and credit to ensure you maximize your refund and stay compliant with IRS regulations.

Individual Tax Preparation

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Freelancers, contractors, and gig-economy workers face unique tax challenges. We specialize in identifying write-offs for mileage, equipment, home offices, and more to help reduce your taxable income and keep your business finances organized year-round.

Self-Employed

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Amendments & Prior Year Filings

If you missed a past return or need to correct an error, we can help. Our team handles prior-year filings and amended returns quickly and accurately to resolve discrepancies, recover missed refunds, and bring your tax record up to date.

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IRS Letter Assistance

Received a letter from the IRS? Don’t panic — we’ve got you covered. Our professionals review the notice, explain what it means, and guide you through the response process. We’ll communicate with the IRS on your behalf to resolve issues efficiently and protect your peace of mind.

ADDITIONAL SERVICES AVAILABLE TO HELP YOU EXCEL...

Business Taxes

One of the most important decisions you make when starting a new business is choosing an entity. Selecting the right entity can provide the best protection and tax benefits.

Bookkeeping

Sometimes you need an experienced bookkeeper to solve a complex issue, or you need an affordable bookkeeper to get high-volume work done.

Payroll

Managing payroll can be time-consuming and requires expert knowledge of the tax laws and deposit rules.

Business Mgmt

Deciding to start a new business is a big deal, and managing this milestone is possibly one of the biggest decisions most people make in their lifetime.

R&R University

These tax classes will cover a basic overview of tax preparation. You’ll be equipped to prepare individual tax returns for the general public and for taxpayers operating sole proprietorships.

Notary Services

Our notary services include: Power of Attorney, Medical Power of Attorney, Wills, Trusts, Deeds, Contracts, Affidavits, Medical Documents, and Employment Documents (I-9).

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