Things You Need To Bring To Your Appointment

Completed Tax Organizer or Profit & Loss Statement Balance Sheet that lists new assets acquired for current year W-2 Wage & Earning Statements from employer(s) All 1099’s that were issued to you from banks, businesses or investment groups (self employed income, interest, dividends, unemployment, and sale of stocks, bonds, land, and equipment) If you have […] Read More

Personal & College Financial Planning

As with all aspects of financial planning, the tax return primarily drives the financial aid forms parents will encounter when starting the college search process. A proactive approach to financial aid can be the difference in parent’s ability to successfully put their children through college without breaking the bank.  We offer families formal experience in […] Read More

Financial Aid

If you are a college student or have one living at home, please be aware of the due date for financial aid forms and schedule your tax appointment early in the tax season to avoid unnecessary stress to you and your student. Read More