Free Mid-Year Tax Projection
Send us the following items between July 1-4, limited to first 100 clients:
- Most recent paystub for you and your spouse
- Current mortgage statement
- A brief list of any major changes from the prior year, if any.
Free call-in period
This is a highly valued service not offered by competing CPAs and tax preparers. Free answers to tax questions from 9:00am through 9:50am every first Monday of each month during the off-season.
Valued clients with CLIENT ADVANTAGE PROGRAM can call:
Mondays or Tuesdays between 9:00am - 9:50am for FREE!
(limited to 5 call-ins per year)
They can also schedule a 15 minute consultation with one of our CPA's on Tuesdays between 9:00a and 9:30a
*Too complex of issues will require an appointment*