Tax Preparation

Sam Phillips, CPA will prepare your personal federal, state, and local tax returns. Our objective is to minimize your tax due. We are experienced in all types of personal income tax preparation. Our clients can expect personal attention that web-based tax preparation software cannot provide.

Every tax return is reviewed by multiple professionals to verify accuracy and the greatest tax benefit.

What You’ll Receive

Your tax return will be checked multiple times by our computer software to identify potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.

Your tax return can be filed electronically so you will receive your refund quicker.

Books a Mess? No Problem!

If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.

Learn more

We accept drop-offs!

Drop off your tax information anytime during normal business hours or upload your tax documents using our secure portal (ShareFile).

Sharefile