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A free estimate of your tax refund or liability is only a phone call away!!

When you call, please be ready with the following information to assist us.

All W-2s, or estimates of earnings and taxes paid to date.

Statements reflecting interest or dividends (1099s).

Number and ages of dependents

A total of all of your business, medical, and other "schedule A" expenses.  If you don't know what all of these are don't worry, we'll make it plain for you during the phone conversation.

If you are self-employed, we'll need to know how much you paid in estimated payments for both federal and self employment tax. 

A copy of last year's federal return if it is available.

**Please note that we will mail you an estimate of your tax refund or liability along with any personal income tax preparation fees.  While we can generally give a reasonably accurate estimate, the actual refund amount may vary depending upon information furnished at the time of filing.