Stress-free tax services
Taxes can feel overwhelming and stressful, and you’re not alone in that. Our job is to take the paperwork and the pressure off your plate so you can relax knowing everything is being handled with care. We listen, we don’t judge, and we meet you exactly where you are.
Preparing for Your Tax Meeting
You may bring your tax documents to your in-person meeting or upload them to our secure online portal, Liscio.
Please have the following ready:
- All tax documents for the current tax year
- Identification for all individuals listed on the tax return
- Filed tax returns from the previous two years (Federal and State)
Payment & Pricing
A $50 deposit is required at the time of booking your tax appointment
Our tax service pricing is based on the complexity of your tax return and includes Federal taxes, State taxes, and Local tax returns. The deposit will be applied to your final tax service bill, which is due at the final tax return review appointment. We accept cash, card, or check for the remaining balance.