“We’re the Local Choice for Income Tax Preparation…” We stay current on federal, state, and local tax laws through continuing education and we apply our knowledge and experience to every tax return we prepare. ✓Preparation of accurate tax returns for individuals and small businesses (Sole Proprietorships Only) ✓Calculation of estimated taxes when needed to avoid penalties and interest ✓Development of a tax plan that minimizes your tax liability ✓Assistance with responses to tax notices and installment payment agreements
Drop off your documents in person at our office with a scheduled appointment. Other options for document delivery include mail, fax, or upload your documents to our SecureFilePro™ portal.
In Person Drop Off Service Take advantage of our Drop-Off Service by scheduling a time to drop off your tax documents. We will review your paperwork to determine that we have all your necessary information and assign you a time to return to pick up your completed tax return(s).
Virtual Drop Off Service Our Virtual Drop- Off Service is a convenient way to drop off your tax documents without leaving your home or office. It combines technology with the same personal service you have always received. Using this method, you can message us, upload your tax documents, and download your completed tax return using your smartphone or personal computer. ✓Virtual Drop Off ✓In Person Review or Remote Review
Client Portal Our new portal through SecureFilePro™ offers you a secure online system for document exchange. Once a client portal is set up you will be able to complete the entire tax preparation process remotely.
Guest Exchange You can also securely send us your documents for tax preparation by using our SecureFilePro™ Guest Exchange, without setting up an account. This is perfect for sending any documents you forgot to bring to your tax appointment or to get a head start on your drop off.
"Outstanding service and results! I've been using Carolann for years. If you want the most professional services, knowledge, and insight Carolann Wendland is your person. Thank you for all the help you have been to me over the years!!!" -Jason Pierre "Cathy has been doing my taxes since 2005. It’s the best tax service I have ever encountered and I really felt taken care of. She is honest, price is fair, taxes are done quickly and correctly. She even includes mailing addresses and envelopes for me if I need to mail anything in! I continue to recommend her to my friends and family. Friendly and reliable services- no need to look elsewhere." -Jessica Hill
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