We make tax preparation simple.
If you are a new client, we ask that you provide us with:
Your prior tax return(s), current tax documents, and complete (as much as possible) the organizer forms (see the link below) to assist you with gathering all of your tax return information as well as assembling it, as orderly as possible so that we can keep our fees as low as possible.
Download the organizer forms that apply to you, fill them out, and call to schedule an appointment. Parking is provided.
If getting downtown is a problem, we use a courier service in Greater Grand Rapids that can pick up and deliver your information – (within 2 – 4 hours) – free of charge.
Want Some Help?
If you would like a quote to do your taxes, or have questions, or would like more information, please use the form below to leave your name and contact information. We will contact you within 24 hours
The tax industry is constantly changing and tax professionals are subject to various federal and state regulations.
Here are Questions you should ask a Tax Accountant when deciding who to trust with your preparing your income taxes, along with our answers:
- What licenses or designations do you have? CPA (Certified Public Accountant), E.A. (Enrolled Agent)
- How long have you been in the tax business? Since 1992, 20 years
- What tax issues do you specialize in? All, tax audits, tax planning
- Do you have the knowledge and experience to handle my tax situation? We are prepared to handle any situation
- What are your fees? Fees for 1040 preparation are based on how well organized your information is. To assist with this process, we have built a series of tax organizers for you to utilize
- Do you outsource any of your work? Do you perform the work personally? If not, what is the review process? Who signs the returns? We process all of our work in house, your returns are reviewed and signed by a CPA
- How long, approximately, will it take to finish my taxes? 3 days to 1 week depending on seasonal workload
- Do you believe I’m paying too much, too little, or just the right amount of tax? Our philosophy is echoed by former Supreme Court Justice, Judge Learned Hand. “”Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”