Latest Information
More time to file: People who haven’t finished filling out their tax return can get an automatic six-month extension. The fastest and easiest way to get the extra time is through the Free File link on IRS.gov. In a matter of minutes, anyone, regardless of income, can use this free service to electronically request an automatic tax-filing extension on Form 4868.
In addition, filers can request an extension by mailing in Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, to the IRS. The form is available on the IRS website.
What to expect from us
Knowledge
Our expert knowledge of the complex tax code and detailed interview with you ensures you receive an extremely accurate return. And just as importantly, that you pay as little tax as allowed by law.
Accessibility
Call as often as you like for tax advice and questions. We welcome your calls year-round, so we can create the most advantageous tax strategy for you as your needs or situation changes.
Personal tax preparation
We prepare and (where available), electronically file all tax services listed below. And prepare all required federal and state forms:
Gift tax return?
You can give up to $15,000 worth of assets each year to as many people as you like gift-tax free — it’s called the annual exclusion. Any gift above this amount counts against your exclusion from gift or estate tax, which this year is $5.34 million.