Personal Tax Return Preparation

Tax return preparation is more than filling out forms. A well-prepared return reflects a complete understanding of your financial picture, including your income, deductions, credits, business activity, investments, entities, state requirements, and planning opportunities.  Grade A's tax preparation process is built around accuracy, and to help you understand what your return means.

We review the information you provide, prepare the applicable schedules, ask questions when clarification is needed, and walk you through the results. 

Tax filing is the final step in a year's tax work, but it shouldn't be the only step. Because Grade A works with clients throughout the year, we connect the return to the bigger picture. That continuity is what makes tax preparation more than a deadline-driven task.

Always Includes:

• Your return is prepared and managed by an ENROLLED AGENT.

• We FIND DEDUCTIONS during our review of your financial statements.

• Your  return will be prepared by the  PROMISED DATE when you need it.

• Secure eFile and  Direct Deposit or ELECTRONIC PAYMENT to/from your  bank account.

• ELECTRONIC DATA STORAGE, your digital copy is always available to you for up to 7 years.