Tax Preparation

Please bring all relevant financial documents, including your W-2s, 1099s, receipts for deductible expenses, previous tax returns, and any notices from the IRS. This will help us provide the most accurate and effective service.

A straightforward personal return is usually completed within a few business days of us having all of your documents. Business returns, multi-state filings and returns with rental or investment activity take longer. We will tell you what to expect at your appointment rather than leaving you guessing.

Yes. We handle audit correspondence, gather and organize supporting documentation, and deal with the IRS or the state on your behalf. Bring us the letter as soon as it arrives — responding inside the stated deadline gives you far more options.

You work with the same preparer year after year, we are open all year rather than only in filing season, and we look at your return alongside your books, payroll and retirement picture instead of in isolation.

Tell us as soon as you spot it. Most errors are fixed with an amended return, and filing that amendment promptly limits interest and penalties. If the error was ours, we correct it at no charge.

The IRS "Where’s My Refund?" tool updates once daily and needs your Social Security number, filing status and exact refund amount. Georgia has its own refund lookup. If either shows something you did not expect, call the office and we will look into it.

Yes, e-filing is our default for both federal and state returns. It is faster, gives you confirmation the return was accepted, and combined with direct deposit it is the quickest route to a refund.

Fees depend on the forms and schedules your return actually requires, so a simple W-2 return costs considerably less than a business return with depreciation and multi-state income. We quote you before any work begins — there are no surprises at pickup.

Yes. We prepare Georgia returns as standard and handle other states when you have moved, worked remotely across state lines, or hold property elsewhere.

Come in and talk to us. Unfiled years are a common and fixable problem. We reconstruct what is missing, file the outstanding returns, and where a balance is owed we look at payment plans and penalty relief. Filing voluntarily almost always ends better than waiting for the IRS to act.