Tax Services
Complete tax return preparation service - Federal,
State, Local, Personal 1040, L.L.C., Partnership,
Corporation, Intangibles, Estate, Trust, Gift Tax, etc.
Financial planning - Retirement Planning, Buy/Sell
Consultation, Debt Restructuring
New Tax Services Available
While most tax clients will continue to have their
taxes prepared by us in the same manner as in the past,
several new options and now available.
Appointment Drop-Off
This procedure can be used by those clients who have
large numbers of items which take longer to prepare or
require explanation. This method is also open to any
client who prefers to visit with a tax preparer in
person. IMPORTANT: No tax results, planning or advice
can be given at the drop-off interview. No meeting with
a CPA is included in this procedure.
Appointment Pick-Up
1) Tax Review and Planning - This appointment with
Rob Bovitz, CPA is intended to be used by individuals
who have more complex or lengthily preparation time and
want to drop off or mail in their material. Upon
completion of the return, an interview appointment is
scheduled to review the tax results in person along with
specialized consultation such as financial planning,
retirement planning, estate and gift tax and business
reviews. This interview usually is 1/2 hour or less in
duration.
2) Tax Return Processing Assistance - This
appointment is with a friendly tax technician who
explains the forms which have been processed, answers
any questions and assists in preparing the returns for
mailing.
Fill out our Tax Worksheets and mail
or fax it to us TODAY!!!
(Click on the links below to download forms)
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