Free review of your last 3 years tax returns.

Are you confident your taxes have been prepared giving you the best possible deductions? On average, we have save clients $1,955 by amending prior returns.

Free Mid-Year Tax Projection

Send us the following items between July 1-4, limited to first 100 clients:

  1. Most recent paystub for you and your spouse
  2. Current mortgage statement
  3. 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*