TAX PREPARATION SERVICES are designated to Prepare for Tax Fillings. Tax Fillings are achieved electronically by using TurboTax software.

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·         Individual Tax Returns- Recommendations: Organize records for tax return benefits. Keep records of income. Keep records of expenses qualify for itemized deductions. Keep records of Forms (mortgage, distributions, etc). Store tax return records in a safe place.

·         Business Tax Returns-Recommendations: Organize records for tax return benefits. Keep records of expenses that may be claimed as itemized deductions. Separate “income” items from “expense” items. Coordinate financial statements. Observe any special tax law requirements.  Store tax return records in a safe place.

·         Tax Recommendations are not a substitute for legal, accounting tax, investment or other professional advice.