We are happy to assist anyone with preparation services.  The information we need to get started is a copy of your prior year tax return. This can be mailed, scanned and e-mailed, or faxed directly to our office at 770-579-0746.  On receipt we will input the information into our tax preparation software and send you an income tax organizer, via e-mail or regular mail, with a questionnaire  and worksheets to complete the current year information.  The questionnaire will indicate areas that need our attention and will indicate to you what documents we will need to complete the return.  The worksheets will show the prior year amounts and has space to fill in the current year amounts.  You can either fill out the organizer or review it to collect the information to prepare your current year income tax return.

You can either meet with us to deliver the information or mail, fax, or scan and e-mail the organizer and documentation to our office.  Regardless of the delivery system, we will discuss your return with you and then prepare the return.  Once the return is completed it will be mailed to you for your signature (along with any original documentation sent to our office).  The package will include instructions and envelopes for the Federal and for your specific state return, along with a complete copy of the return and any applicable worksheets.

Our fees for tax preparation are $175 per hour and there is a $175 minimum charge for all tax returns.  Returns that include wages, some interest/dividend income, and itemized deductions should take an hour to an hour and a half to prepare.  In most cases, we will bill you for the return once it is complete and delivered and expect payment within ten days.

Please call us at 770-579-0747 if you have additional questions.