- Free Comprehensive Look
This service involves reviewing up to 3 years of tax returns and financial statements and then letting you know what we think.
- Free Consultation
We offer a free consultation to incoming clients to gain the opportunity to learn about you and your business and how we can best assist you.
- Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.
In addition, you can share your files with us quickly and easily by logging in to our File Share service. This allows us to access the important documents we need from you so that we are able to more efficiently serve you.
If you do not see a particular service listed on our website, please feel free to contact us. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. To inquire about any of our services, get answers to any questions you might have, or to schedule an appointment to sit down with one of our CPAs to discuss your needs, simply call Rick Peterson or Nicole Fisher (253) 531-7114 today.